Settings and activity
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38 votes
Edelnet Accounts
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186 votes
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commented
This is just as important as the missing export function in the Bank Account "Bank statements" when wanting to find incorrectly imported bank transactions.
An error occurred while saving the comment Edelnet Accounts
commented
We keep track of repeating invoice details on a spreadsheet. Before processing the monthly repeating invoices we compare them to check that all changes have been processed. This is a time consuming task as we can't export the repeating invoice summary for comparison, which we can only do with copying and pasting 200 entries max at a time, and then modifying the content on a spreadsheet, like removing the commas from amounts over 1000.
The export function would save a lot of time.An error occurred while saving the comment Edelnet Accounts
commented
Export Repeating Invoices CSV Report
When checking repeating invoices to your database, it would be handy to be able to export a summary of repeating invoices in csv format. At the moment I highlight the invoice summaries on the screen, and copy and paste them into a spreadsheet. A rather laborious process.
Edelnet Accounts
supported this idea
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36 votes
An error occurred while saving the comment Edelnet Accounts
commented
Reconciliation - search customers by account number
When matching a payment to a customer, one has to enter the account name to search for customers. Some customers only use account numbers as payment eferences, which cannot be used to search for the customer.
Edelnet Accounts
supported this idea
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Edelnet Accounts
supported this idea
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When reconciling bank receipts, the customer name and relevant invoice number is shown, but not the customer account number. This makes allocations a pain where customers only use account numbers as a reference, and not their account name or invoice number.
Please can the account number also be shown in this window.