Settings and activity
5 results found
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10 votes
Appreciate familiarity to the way your clients may have worked with another system.
As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this?
@Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here.
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163 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
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Zoe Hellmuth
commented
The option available isn't currently working. This would help to save time on a lot of manual checks.
Zoe Hellmuth
supported this idea
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56 votesZoe Hellmuth
supported this idea
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72 votesZoe Hellmuth
supported this idea
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An error occurred while saving the comment Zoe Hellmuth
commented
It would be useful to run a report on cost of sales codes and see which projects they have been allocated to. This will highlight where costs have not been allocated.
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8 votes
An error occurred while saving the comment Zoe Hellmuth
commented
It would be useful to see the supplier names on the project reports to allow cost referencing to cards
Zoe Hellmuth
supported this idea
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I'm loving the uncoded statement reports. What would be useful is a note of a date that the account was last reconciled. Some clients will import a bank statement and month end then reconcile. If the statement isn't loaded it won't highlight that the bank has not been imported. I have a client that has 9 entities so running this report ahead of starting the management accounts and sending to the client is going to be really useful, but at the moment i'll still need to check for entities where bank transactions have not been loaded.