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6 results found

  1. Reconciliation - Add Reference without clicking add details

    5 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tom Mitchell commented  · 

    Adds an extra 5 to 6 mouse clicks to the process by not being able to do this. On 300 transactions a month that is a significant time.

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    Tom Mitchell commented  · 

    During bank reconciliation - on the face of "Create" I'd like to be able to add the "Reference" without having to add details.

    Tom Mitchell supported this idea  · 

  2. Report Codes - Custom or more User defined

    188 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Tom Mitchell supported this idea  · 

  3. Bank Reconciliation - Show Total of selected transactions

    18 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tom Mitchell commented  · 

    THE ISSUE
    We use bank accounts to reconcile settlements by merchant account providers and transactions automatically posted by our EPOS (card and cash = 2 reconciliation accounts). When in a reconciliation account the credit (transferred from the bank account into which the settlement is paid) will be the sum of several debits (transactions from the EPOS); i.e. there is a one to many relationship. We match them off manually then "Mark as reconciled".

    THE SUGGESTION
    This task would be easier if when selecting the tick box (in the Bank Statement screen) a total was visible in order that we can see that the value of transactions selected total 0.

    Tom Mitchell supported this idea  · 

  4. Sales Invoices - Reference field for each line item

    21 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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  5. Hubdoc - Default to REVIEW for Docs

    11 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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  6. Hubdoc - Allow Hubdoc to read a link in the email

    56 votes

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    6 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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