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DAYBOOK - Ability to search on "description" in filter

Would be nice to be able to search on additional info like description, could this be added to the filter?
Helen Davies 11 months ago in Daybook 1 In Progress

Can bank payments auto recognise mulitple invoices

If you have multiple invoices for the same supplier but you have made one bank payment can the system be made to recognise you have done this
Rachel Bush 7 months ago in Banking 0 Future consideration

Link to Geofolia & other cropping platforms

Spoke to a Prospect today who uses FP accounts and Gatekeeper and wont consider moving to any software until invoices can be sent to Geofolia or GK to prevent duplication. Geofolia isn't an option for them.
Helen Davies 11 months ago in Entries 0 Future consideration

Buying Group Import

Spoke to a prospect who uses FP and won't move unless there is the ability to easily bring in invoices from Anglia Farmers - appreciate there is the OCR - but would like it more automated. I understand Farmplan links direct to anglia farmers membe...
Helen Davies 11 months ago in Entries 0 Planned

Report to show Actual, Budget and last year figures.

It would be handy for us, to have a report that shows us last years data as well as the budget and the actuals. many thanks
Charlotte Downes 11 months ago in Reporting 0 Planned

Add KEYinfinity transaction IDs to matched bank transactions for better traceability

Currently, it's difficult to see which KEYinfinity transaction was matched with which imported bank transaction after it has been matched. When an incorrect match occurs, there's no efficient way to identify which transactions were improperly matc...
Timothy Sebunya 4 months ago in Banking 0 Planned

Upload payments direct to the bank

to compliment the direct bank feed, have the system to be able to upload payments direct to the bank. I understand that there will be other factors involved with this, however several professionals have queried if it will be coming.
Guest over 1 year ago in Banking 0 In Progress

Create a credit note from an invoice

It would be nice to have the option to create a SCN or PCN directly from an invoice. An additional feature could be to automatically offset that credit note against the invoice instead of having to do the allocation with a separate on account SR o...
Lisa Ramos 8 months ago in Entries 0 Future consideration

Notification of viewed emails

In Xero, they apparently get a notification when an email has been delivered/viewed by the recipient - do not have the first idea of how easy this is to implement but would be a great feature if possible
Bethan Ingles about 1 year ago in  2 New

Filters on top of each Column heading eg in on the daybook top heading

Filters on top of Column heading will make it easier to search for information
Timothy Sebunya 9 months ago in Audit 0 Future consideration