My Ideas

Can I put an idea to you for an improvement. When I look at all my invoices I would love to be able to filter by month. This way I can see quickly at the bottom the values I am due in or the values I have sent out. So You could filter by job and m...

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it

The ability to capture invoices for easier upload - currently only an option from 3rd Party -making it a costly addition. Nearly all of the competitors offer this facility as part of the package

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...

I have one supplier that has over 100 invoices each month. Firstly it takes forever to find all the invoices due to the date order in Batch Payments, and then when I have ticked all the invoices, to then find I have selected over 100 and have to s...

On the old interface design, when you looked at any period of time in your banking, there was a column total for both in and out, next to the opening / closing balances. This has mysteriously been dropped in the new interface, which seems like a b...

The nature of our projects is that there may be more than one customer to each project. Allocation of more than customer to project would allow more meaningful review of the project 'performance' rather than simply of the customer.

Companies clients/customers

To have the option of entering a number of supplier invoices on one screen, the current system is very time consuming.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...