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Customer and supplier list improvements

News posted by Chris Storey 5 years ago

We’ve made some changes to our customer and supplier lists, improving the user experience.

What is it and what does it do?

The customer page lists all your customers, with contact details and the amount currently due for each one. The supplier page similarly provides you with a list of your suppliers and employees, their details and the amount you owe.

When you want to perform certain actions from the customer or supplier pages, our new layout features text links rather than the icons that were used previously. This provides greater clarity on what each action actually does, and makes the process of using the page quicker and easier.

We’ve also changed the way contact details and the outstanding amount owed is displayed, making the page tidier and easier to digest information from.

Here is the old layout, with potentially confusing icons:

file

Here is the new layout, with text links replacing the icons:

file

How do I start using it?

This new layout will be in Clear Books Preview until December 14th, when it will become a permanent feature in all accounts.

To start using the new layout straight away, click Preview in the drop down menu at the top of your dashboard or click here.

Please note, if you have the beta feature ‘smart tables’ enabled, and turn the new customer list layout on in Preview, the ‘smart tables’ will not appear.

3 Replies

Think bigger please! The income report accessed through customers is OK as far as it goes except that there is no export function and if you set the contents to 100 per screen and do a print you get just 100 and not subsequent pages

Some of us have more than 100 customers!

It would be nice if you added after 10,25,100 an ALL option. Also, as I have a Mac anything you can print can be made into a pdf - however for the rest who dont they might appreciate an export function.

Staying on the topic of thinking bigger. whilst this report is a nice to have what about one of the most basic accounting reports which is NEEDED every week - namely a bills payable report!

As a company we have to sort you bills unpaid report screen, then paste it into a sheet so it can sort and sum it per supplier to produce this most basic accounting report.

Why is it missing from ClearBooks? Dont you think you loose potential customers because of gaps like these in your product?

Hi Andy

Thank you for your feedback.

You can find a bills payable report by going to Tools > Export and downloading the purchase ledger from the period you would like to see. Once you have opened up the csv file, you can filter them by paid and unpaid.

Regarding the income report not having an 'export' function, there is a way around this but it would be great if you could add this as an 'Idea' on our Community page - simply click the 'Idea' icon at the top of the page. The more people who show support for this new feature, the more we will prioritise implementing it.

In the mean time, if you want to export the income figures for customers, you can go to Tools>Export and specify 'from' and 'to' dates. Choose Sales ledger in the dropdown menu and check the box for the option to download. It will then download this data as a csv file.

Please let me know if I can help further on these points.

Chris

Chris

Thanks for reply. Yes we do create a bills payable using a copy & paste into a sheet and then enter the relevant date range to get the report we need. My point was that everyone needs a bills payable report so why does not it exist within clear books? You seem to be spending time with 'nice to have' extras that are not core accounting instead. another example - the debtors report does not allow you to sort it. Once again we have to export it to a sheet to get a basic accounting function. Also why don't you allow for those wanting to see complete reports on one page in this day of broadband connections. Even the reports that have an 'all' or 100 row options you don't remember this with persistent cookiesborbwithin the profile so it he to be reset every time you run a report.

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