Feature Requests

Hi, This new insights thing. Can we please have the option to stop this popping up? It's more clutter or distraction in the way when coding or whatever in actual screen. I understand why it's there, eg to help us keep on top of expenses stick to or manage plan but it is irritating. (like me haha) Cheers.

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

Please can we have the option to reduce or hide the bank account number sitting above the transactions to code? I don't like seeing extra clutter in the way, feels like too much info in my face. We already have the account number or account nickname, (eg 1. or 2. or Flex. or Online.) so why does the bank acc number itself need to be so prominent? I realise some people may need this info for their databases so can it become a select option like the column choice that has just been added? Cheers

I would like to view my transaction lines . As for my trust account, i have only 150 lines and would like to know how many i have used to date.

In the Invoice - Money Out screen, would be helpful if the default description would populate the description field after the code has been entered (like it did in the old one). If the description field was empty.

I have about 30 transactions that I've incorrectly allocated to the wrong Management Tag (my bad!). To be able to correct this I need to open each coded line in the Actuals-Completed screen. Please create a way to do this in bulk?

It would be great to please have the fonterra feeds arrive into our "actuals" screen on or before the 15th of the month, as that is when Fonterra pays the milk cheque. It defeats the purpose of a feed if we have to enter the data ourselves anyway!

On behalf of a client - It looks to me like we are missing important detail in what is imported from Farmlands. When I go to set up a Coding Rule, every time I get this Criteria: Other Party: Farmlands Co-operative Society Ltd Reference: My Farmlands # However if a Note is attached it contains extra detail on where the purchase was made: Is there any way we can get this detail (eg Mitre 10 Mega Masterton) into the Other Party field? This is critical to setting up accurate Invoice Coding Rules. The existing info in Other Party and Ref is almost useless if it is always the same!

Why can't the system automatically match transactions, so we only have to do one click instead of 3 clicks. There will still need to be the ability to match to a different invoice, if the auto match is incorrect. 3 clicks is time consuming

Can you make it so that a new line opens automatically when there is a remainder to be coded please (like in Rural)?