For some of our customers we prepare EUR or USD invoices. But it is not possible to get their account statements as EUR or USD. Statements always comes in GBP currenct automatically.
When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...
Customising Credit Control Letter frequency per customer
We have a number of customers who tend to have set payment runs monthly. I would like to be able to not send them the automated credit control emails and do this manually instead. I think an opt out of credit control reminders on the customer acco...
Aggregate the 'Notes' into a single view on the Overview page to show recent activity
If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...
A Customer or Sales report that identifies the number of days since a payment was last made. So we can quickly and easily identify customers whom are over 30 days or otherwise customisation. This can even be applied to suppliers and purchases.
It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again. Sometimes customers end u...
I would like to see a running total on a statement showing balance owed.I run a letting business and if you need to evict someone you need to be able to show how much rent is owed on a particular date.
It would be great if there was maybe an extra column on "Statements" where whatever bulk payment you have made to suppliers stays there because at the moment once the bulk payment has been allocated to invoices,it doesn't show on the statement any...
It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement.I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly rent...
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