Feature Requests

Hi, This new insights thing. Can we please have the option to stop this popping up? It's more clutter or distraction in the way when coding or whatever in actual screen. I understand why it's there, eg to help us keep on top of expenses stick to or manage plan but it is irritating. (like me haha) Cheers.

If the invoice does not have due date for scanner to read can it automatically set to the 20th of the following month so you don't have to click through the menu to change it every time?

Hi I would like to see credit invoices created and in actions appear in green to differ from those generated for payment

(Just like you can match invoice to actual). I find that the planned items in budget just drop off & its really difficult to get through all planned items in budget & change/move each individual planned item to a forward date or match up & adjust the quantity or price & make a new plan item for remaining amount to carry forward etc. To just simply match the actual to the planned at the time you match the invoice to the actual, would Cut down time! Maybe its another box pops up below with budget & its just optional to match this trans to a budget item with a list of the current budget items that you can select from, then adjust the planned item to suit & match & then the rest of planned item (if applicable) carries over to forward date that you set, for forecasting. Would save going into budget & searching through & a lot of time. EG; planned 1000 ewes @ $90 month of march in budget. actual trans 820 ewes @$100 on 14march, remaining 180 ewes @$90 carries forward to (set date) or Buget - Fertiliser March $25000. Actual - Fertiliser 30 March $15000 - Remaining now not going on as changed plan/saved money, but still show $10000 to June as savings in fertiliser?? Dunno

Would like to be able to copy a planned item fortnightly, rather than minimum monthly. We pay our worker fortnightly which means that to get the plan accurate I currently have to manually enter each fortnightly payment.

Can the forecaster go for 18months reflecting the milk company schedules and then pull through the retro payments into the following seasons budget?

The dash board isn't helpful, the visuals aren't accurate. Shows as balancing but bank balances on Dashboard are incorrect. Pie charts are also incorrect, showing a massive spend and income in Personal, but have checked the codes and this is incorrect. Even if it were correct - i preferred the info on Rural, comparison to last years balance, stock sales etc..

It would be great to be able to manually split an invoice line via the 3 dots on the invoice line you want to split. For example in a Farmlands invoice you could split the FMG charged amount into a personal and a business amount. This amount varies often as the insurance premiums can change.

Please add back the feature to unmatch a bank transaction as long as that payment is not in a locked GST return. Currently very annoying cant change anything if just made a mistake and GST return for that period is not locked yet.