Skip to Main Content
KEYinfinity Ideas Portal
ADD A NEW IDEA

All ideas

Create Groups for Analysis Codes

Would like to be able to create groups for analysis codes - e.g property, machinery, vehicles etc. Then have the ability to select the group to report on, rather than having to click each analysis code individually.
Helen Davies about 1 month ago in Ledgers 0 New

A progress report to show the difference between actuals and budget or last year

The progress report is a "landmark favourite" and a vitally useful report to have
Liz Baker over 1 year ago in Reporting 0 Planned

Auto generate PI number option by setting a number frequency

When adding PI that are for self billing having the option to set a number frequency and use auto setting - when adding a recurring PI which is for self billing when processed all have the same invoice number - to save editing to be able to set a ...
SARAH BEVAN about 2 months ago in Entries 0 New

banking screen

When looking at the banking screen to be able to see the closing bank balance at a glance for each bank
SARAH BEVAN about 2 months ago in Banking 0 New

search and filter

Search filter - replaced with a simple date range function to search on date range and also to be able to search on trader by entering into search box. Existing search and filter not easy and simple to use
SARAH BEVAN about 2 months ago in Daybook 0 New

Cash Flow Position Report

To have a cashflow position report like the one available within keyprime
SARAH BEVAN about 2 months ago in Reporting 0 New

Cash flow Reports

No description provided
SARAH BEVAN about 2 months ago in  0 New

Dashboard

No description provided
SARAH BEVAN about 2 months ago in  0 New

Dashboard

No description provided
SARAH BEVAN about 2 months ago in  1 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 about 2 months ago in Other 0 New