Feature Requests

Stock sale invoices, credit invoices and dividend income statements etc sent to Needs Action invoices via the invoice scanner come through as negative or effectively recognised as expense invoices rather than income. Clients should not be expected to have tp change this each time, it can easily create reconciliation errors with income treated incorrectly as expense and an obvious functionality fix required

It is a real pain having to click into the actual invoice to view the invoice now- be nice to see all attachments related to a transaction showing in the transaction screen without having to open every invoice.

Would it be possible allow dragging and dropping attachments into a transaction without opening that transaction when in needs action please.

It would be great if when applying the code split rule it split the qty also.

When coding, if I select multiple lines and code, then I want to add a tag to the same lines, I have to reelect them all. Could they remain selected after the tag or code is applied?

Could we have another column on the actuals|invoices screen please so when grouped by coded /uncoded, they are also subgrouped into any batches that have been created.

Put a symbol beside companies that are set up for direct debit on the Bill Payment tab. That way every month when paying bills you can quickly see whether a company will get automatically paid or whether you need to pay them. Would just need to be a tick box saved with their contact details.

This is for when a new payee invoice has been sent through invoice scanner and the name crops up and then you want to set it up as a payee with bank account in the needs action. I go to new payee and the name disapears so I have to try and remember how it was scanned. Can it stay there so that you only need to copy and past the bank account number.

Would love to see a tick box next to Coded Invoices that we can tick so we know we have loaded the payment on our internet banking. Have paid a couple of invoices twice recently!

Would love the option to make any no longer used Tags to inactive the same way that codes you dont want to see/use anymore can be inactive