Feature Requests

I miss the filter function from Cash Manager. I would like to be able to filter for several things at once in the completed transactions for example all years, rm:w, other party and note.

HI There, I was thinking that it would be very helpful if you could preview an attached invoice. This way when i go to coding out the line items i can see it! Like you can with photos etc on your computer. Much easier than printing it off. Cheers Vivienne

It would be very helpful to have a fully supported visa feed. At present you have to manually import each month. Additionally, when you do import, cashmanager uses the transaction date, but visa uses the processed date. So they don't line up and you have to manually edit every transaction date.

There is currently a limit of 40 characters in invoice descriptions, can we please increase this to 200?

When entering a purchase or sale of an asset it would be great if there was a direct link to the asset register so we dont have to double enter info. Also something that shows in the transaction part to say this item has been added to register.

It would be great to be able to manually split an invoice line via the 3 dots on the invoice line you want to split. For example in a Farmlands invoice you could split the FMG charged amount into a personal and a business amount. This amount varies often as the insurance premiums can change.

For clients on invoice basis it is important that we can enter both invoice date and payment date for each transactions line. Currently we can only enter invoice date once and payment date once per record. For example a PGGW statement has many different invoice dates within it. In the old cash manager I was constantly changing the date for each line of the transaction which I can no longer do. It means we are reporting some income/expenses in the incorrect GST period which is not ok.

When on the Actuals screen, would it be possible to have a column in between reference and amount that shows the Tag. This would be a quick visual check that this has been done without having to go into each transaction. Many thanks.

it would be great to be able to drag and drop invoices into the transaction needs action screen without having to open each transaction to do it.

Can we please have the option to change the date while coding an invoice. I have just come to year end and I am wanting to do the creditors. Currently you have to code the transaction. Go and find it in the completed screen and change the date. The worst thing is if you change one transaction it then goes to the top of the screen and you have to scroll back down to find the next one.