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Dashboard

To be able to customise the Dashboard, only shown boxes that are required or switch off display boxes like debtors and creditors balance when only using as a cashbook
SARAH BEVAN 14 days ago in Other 0 New

Opening Bank Balances

In the opening balances for bank rather then a Debit and Credit which customers can find confusing if they have a credit bank balance - to have to enter in the Debit column - instead Have a single entry box and enter the figure as either positive ...
SARAH BEVAN 14 days ago in Other 0 New

Sales invoice recognition for Self billing invoices

It broadens out the ability of the existing feature which for our customer base is vital when they get self billing invoices for example.
Liz Baker about 1 year ago in Other 1 Future consideration

Ability to retrieve payroll journals from KEY2Payroll

KEY2Payroll offers a method of integration, and allows the user to submit payroll journals directly to their accounting package via the API. It would be beneficial to allow users of KEY2Payroll to have this journal import via the KEY2Payroll API.
Guest over 1 year ago in Other 0 Future consideration

Dashboard - have a column showing the payment/receipt date for invoices paid with todays date or a future date.

If an invoice has been paid using todays date or a future date, it shows as still outstanding on the Dashboard. Include a 'Payment/Receipt Date' column so that the user can see if a payment or receipt has been processed for those invoices. (Client...
Lisa Ramos 6 months ago in Other 0 Future consideration

Bank details to display on SI and Statements automatically

For clients who issue SI's (and presumably customer statements) could there be automation for the bank details to be displayed on the SI and Statements. These layouts would have a footer with some default text already embedded and then 'look' at t...
Allistair Gray about 1 year ago in Other 0 New

Linking KEYinfinity with Silverfin

This would be a massive bonus - I've had a few accountants now ask me about this.
Guest about 1 year ago in Other 2 In Progress

Dashboard - Status of last Vat return

Only a minor thing - but would it be useful to see on the dashboard the status of the last vat return - e.g submitted, confirmed not submitted etc?
Helen Davies 11 months ago in Other 0 Planned

VAT Return Process

VAT return drops the SI as the first day of the following month. This keeps the submitted return balance on the VAT Control Acc for the month / period end, which is perhaps the reason for this as will sit away from the Debtor Control balance at pe...
Allistair Gray about 1 year ago in Other 0 Future consideration

OCR Documents for clients that do quarterly vat returns

For those that do quarterly vat returns and they receive 3 months worth of documents to scan in using the OCR function, it would be good to have the 3 x 50 docs, instead of 1 x 50. Can the sum available be based on vat return basis rather than res...
Guest about 1 year ago in Other 0 New