Accounting Feature Ideas
Discussion List
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The Dashboard has some minimal graphics, but being able to see Income, Expenses, or Net over several years it helpful. It could be as simple as a table or fancy like a double line graph. The pie chart on the Dashboard is great for expenses, but it only shows current year. Would be good to have a drop down menu so I can look at prior years. But…
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I have been looking to see if there is a way to move the stuff I use most (Add Income / Add Expense) to the Dashboard for easy access. Is this possible?
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Hi, I suggest there is option to create payment receipts for income that does not have invoices, such as deposits.
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Hi guys, I'd like to put cash purchases through my accounts without uploading a receipt, how would one do this? Thank you.
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Hi, I like to generate a balance sheet and possibly other reports that cover all of my businesses. Is this option available and how do I do it? Thanks
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Hi, I'm trying to improve my understanding of my cashflow report in my personal accounts. It currently looks roughly as follows (obviously abbreviated to focus on what I don't understand): Operating Activities Sales Income £20,000Interest £700 Purchases Transfer for Credit Card A -£5,000Transfer for Credit Card B -£1,00Groceriers -£1,80…
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Heya Team, Loving the new look, but when are the new features rolling out as well? I'm trying to follow items from the Help Centre (This one specifically), but as my account is still the old way I had to hunt around how to do all the steps as this stuff is all new to me.
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Is it possible to download just receipts under a certain category? ie. meals and entertainment in the last month?
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Hi Is there a PDF option hiding to download PDF of statement?
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Hi, Im playing with the receipt app and can see its potential. I love that you can drive the accounting content at source when you actually make the purchase though it is frustrating when I get duplicate transactions when I download transactions from the bank but I think you are fixing that. This issue aside I am trying to apply payments to an as…
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Hi, where can I upload a Vendor Invoice in PDF if I create a Bill?
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Hi - Sometimes I get a client that send a check to cover more than one invoice. In the Transactions section, this is causing a problem. While, I can "split" the bank transaction and apply that to multiple invoices, the invoice amount is appearing to have received payment "twice", therefore it is showing an end of negative value…
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This is a request for an option on the Account Transactions report to ignore Starting Balances for income and expense accounts. This report is required by our accountant as part of his review of our accounts. It is confusing to have a starting balance that comes from a prior period. We have discussed doing a traditional close of these accounts …
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New user here, transitioning from Quickbooks Online. In the Chart of Accounts, I'd like to be able to see all accounts and sort by ID. Presently, it appears I have to click each of the tabs (Assets, Liabilities, Income, etc), and the sub-sections are sorted alphabetically by name. Also, I'd like to see the current balance for every account, plus…
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Hi, I import products from overseas and pay GST (sales tax @15%) on the value of the goods and shipping. This expense is 100% tax. How do I deal with this on on the transaction page?
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Trying to replicate some bills in my account, and want to ensure I have my appropriate expense account set up for each of my services. I can set up Products/Services from within a bill without any issue, but if I want to edit them (even change the name) it forces me to fill in the "Expense" dropdown.. but then it won't let me choose a &…
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When working through the transactions, it would be really helpful if there was an icon to show if the entry is from a receipt or from the bank - this would help with matching up to merge
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I am confused and need some advice. I take izettle payments from customers. I create an invoice for this so that I can send a receipt to the client. I mark the invoice as paid into a 'money in transit' account that I have called 'Izettle undeposited' as it has not yet appeared in my bank account. A few days later, Izettle deposits the money into …
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It just took me about 10 times as long to split a transaction since changes have been made. I can no longer tag each part of the transaction as to what they are and when attempting to categorize each part of the transaction, it is very hard to scroll through the choices. I have to scroll the whole page to get shown more than one line of categories…
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It would be pretty helpful if the lines in the Reconciliation > Account transactions had checkmarks, so you could mark each one when okay. With a long list of transactions, it gets really hard to see which ones you already checked, especially if the order is not exactly the same as on your statement. I have to print it out every time and check…
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Hello, I have one customer and in the same time he is my vendor, I need report which can give me the balance example: i have to pay him USD 2000, and he has to pay me USD 2200 I need report with the details and give me Balance USD 200
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Is it possible to get a report of all sales bifurcated by products?
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I am unsure whether I'm missing something...but I think the Profit and Loss statement should not include advanced corporate tax payment under operating expense. The system should exclude tax payment to show the actual profit (Profit before tax) for calculating tax and then show the Net Profit (Profit after tax), the way it is reported to the tax a…
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Hi, Newbie here, I've found out how to assign multiple transactions to expense accounts etc but I need to create a transfer of multiple transactions to a loan account. Ive found how to do this manually one by one. Is there a way to do multiple transactions in one operation. Thanks
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Most small medium businesses resell some of the products belonging to an OEM. Can we have a buying-selling tracker module that allows us to map the items from the vendor at the cost it is bought, to the customer it is being resold -- of course with a markup ;) a quick margin calculation with the vendors for each line item listed [as in internal …
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I searched through a lot of accounting software before I settled on Wave. It wasn't the only free one, but it was definitely one of the most complete free platforms. Wave is really good, but it could be great with some very minor tweaks: * Make the estimate building function as user-friendly as the invoicing function. When I'm building estimates,…
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Is a feature to allow us to stop handling paper (by attaching PDF copies of bills to the purchase entry) planned? Many thanks
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Is it possible to change the dashboard cashflow widget to include all income/expense accounts and not just the 'cash' account? If not, this would be a useful feature to include. In fact, having the ability to choose/customise which graph/report we display on the dashboard would be very handy.
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I have a band and would like a way to set up a job template of sorts. What would be ideal would be to have a jobs section with an overview of each job (show) that the includes a list of vendors expenses and revenue. Each show (or “job”) we do has a fixed set of cost categories associated with it (personnel, advertising, production, meals, etc.) …
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Is there a way i can view expenses for last year in a pie chart too? The only options currently are "this year" and "this month..."
