Feature Requests

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)?

In the Actual - Needs Action screen on the invoicing transaction screen side (e.g not the bank feed side) it would be helpful/more efficient if we had an option to SORT by UNCODED. Ps - I am not referring to an individual invoice but when looking at all the invoices.

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!

Ability to lock previous financial year at user/accountant discretion once year is complete

when you go into bill payment if your other party is not correctly selected you can go into the invoice and change it - is there anyway that this could be highlighted in the actuals screen prior to getting to Bill payment screen please lots of new features - coming along nicely

It would be great if there was a wee symbol to show that a transaction has a file attached while in the "Needs Action" view. I attach my electronic invoices here and it would be great to quickly be able to see if any are missing an invoice.

hi there - i run two bank accounts inside one database - on the transaction screen, invoices you can't see which account an invoice is goign to be paid out of on the summary screen unless you go into the full transaction regards Debbs

It would be hugely helpful if we were able to when coding a transaction (particularly if using a phone or tablet) to be able to use the devices camera to take a photo of the hardcopy source document and attach within the transaction, rather than having to do this then email & drag & drop after the fact.