Feature Requests

In the Actual - Needs Action screen on the invoicing transaction screen side (e.g not the bank feed side) it would be helpful/more efficient if we had an option to SORT by UNCODED. Ps - I am not referring to an individual invoice but when looking at all the invoices.

Ability to lock previous financial year at user/accountant discretion once year is complete

It would be great if there was a wee symbol to show that a transaction has a file attached while in the "Needs Action" view. I attach my electronic invoices here and it would be great to quickly be able to see if any are missing an invoice.

hi there - i run two bank accounts inside one database - on the transaction screen, invoices you can't see which account an invoice is goign to be paid out of on the summary screen unless you go into the full transaction regards Debbs

It would be hugely helpful if we were able to when coding a transaction (particularly if using a phone or tablet) to be able to use the devices camera to take a photo of the hardcopy source document and attach within the transaction, rather than having to do this then email & drag & drop after the fact.

When selecting the Custom Date (ie. looking for old invoices), can you change it so you can just type the year in rather than back arrow slowly through each month/year? Or add more years in, or like in Cash Manager, select All.

It would be great to have a place to attach documents (eg Bank Statements, withholding tax certificates and so forth) that don't have a financial transaction to attach it to. It would be extra good if this 'place' could have the equivalent as index dividers. Then we could really go paperless :)

It would save us a lot of time if we could drill down to transactions and fix coding when in the GST report. If we check returns and find a few corrections are needed its a hassle to have to note each correction needed and exit GST into a different view and recode in completed screen.

On completed view for line entries it would be good to have icons that show if a source document exists.

The bill payments list when creating a batch be much more efficient if you could filter the other party within the payment dates in alphabetical order. Then you can check all payments off on your statements/invoices more easily. Wanting more efficiency so paperless bill paying can be accurate. EG a ticking off box maybe??