Allow matching of debit transactions against credit notes from the bank account to avoid a cumbersome manual process
The current bank account interface only shows Invoices or purchases and Credits therefore have to be reentered from the Credit Note Refund option; it is not even possible to match debits against the credit note.
you should add the 'average days to pay' metric to the customer report (eg customers - download - all customers - download report). currently it can only be accessed by navigating into each individual customers page which is not scalable for large...
Hi All,It is confusing when invoices are raised they show as paid immediately even thou payments are pending in GoCardless, is there not a way that invoices could be shown as pending payment and then change to paid when funds have reached GoCardless?
Matching Rules for bank transactions should have and/or function so you can match several narratives to same rule rather than create rule for each narrative. Example - salaries, at the moment you have to create rule for each payee rather than all ...
A 'pop up' note system for clients/suppliers when you enter the record
If I need to add notes to a client record that are important and need 'flagging' up next time I enter the record - there is no way to do this. It would be helpful to add notes that pop up when you next enter the record of a customer or supplier - ...
Add attachment icon column on the bank transaction page.
Would be good to have the attachment icon column on the bank transactions page. This would allow us to see at a glance that a receipt has been uploaded for an outgoing payment when reconciling.
Hi I would like to be able to move the column widths on pages such as invoices/projects/quotes/purchase orders (just like you can within Excel) to enable me to open up a specific column I am searching to view the full description I have entered. T...
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