A couple of suggestions

darrenpeace's Avatar

darrenpeace

17 Oct, 2011 11:53 AM

Having entered all my company data since 2006, I have a few suggestions that would make using the software even easier.

  1. Ability to search the purchase invoice number and invoice line details. I have so many purchase transactions with some suppliers that it takes a while finding a specific invoice.

  2. The ability to allocate a default VAT rate to suppliers. If one is registered for VAT, it needs to be accounted for on (in my case) pretty much all sales and purchase invoices; either being able to set a default rate for all purchase invoices (and then adjust those to which it does not apply) would save a considerable amount of time, and make the sorts of mistakes I made when adding lots less likely to occur.

  3. The ability to add transactions in the future without them affecting the suppliers outstanding total. As I can see circumstances when one would want to include future transactions in this total, a toggle in settings would be ideal.

  4. The ability to set a transaction to recur twice a year, which applies to several of my subscriptions. At present, I'm setting two annual recurring transactions, but I will need to remember to amend both should the prices change.

  5. The ability to set a date filter for transactions displayed, perhaps enabling the display of just transactions not yet included in a P&L consolidation.

I'm still delighted with the software, and am recommending it to everyone I know with a small business and a desire to reduce their accountant fees.

Best,

Darren

  1. 1 Posted by The Strand on 17 Oct, 2011 12:45 PM

    The Strand's Avatar

    I agree, filters and search tool would help a great deal.

  2. Support Staff 2 Posted by Admin on 17 Oct, 2011 01:14 PM

    Admin's Avatar

    Hi Darren,

    Thank you so much for these suggestions, I'll see what I can do.
    Mathew

    >

  3. 3 Posted by darrenpeace on 17 Oct, 2011 06:23 PM

    darrenpeace's Avatar

    You're very welcome.

    I forgot a couple of other things earlier!

    I have my P&L consolidation date set to 5th April. I found that when I consolidated, the next period defaulted to an end date of 30th April. I'm guessing that this is based on a presumption that P&L will always end with a month, but hope that it would be easy enough to carry forward the exact date?

    Also, and although I dearly love Time Master, I might consider switching to managing my time in Easy Books if there was the ability to actually run timers from within the Time Tracker module, rather than having to measure time in another app, then import the totals into EB.

    Personally, I dislike the Comic Sans-esque font, and would love to be able to change this!

    I'd be happy to help beta-test the Mac version, if you've not already got that covered.

    I'll shut up now!

    Best,

    Darren

  4. Support Staff 4 Posted by Admin on 17 Oct, 2011 07:14 PM

    Admin's Avatar

    Thanks again Darren,

    I'll see what I can do about the P&L date. You're right, the assumption is that all year-end dates are at the end of a month. I'll change this so I preserve the same day unless the day is the last of the month, in which case I'll match the new date to the last day as well. I've got to handle P&L periods of less than a year you see, and some people might want to run a P&L period of one month so I'll be following dates of 28/29/30/31 depending on the month.

    I'll have a look at Time Master to see what you mean shall I?

    Oh, and the app is being re-designed by a professional, so I'm losing the comic sans font in the next update anyway. I liked the colours, but some feedback I asked for said the impression was that the app wasn't very professional, and didn't look as trustworthy with the colours and fonts I had chosen.

    Thanks again,
    Mathew

    >

  5. Admin closed this discussion on 01 Nov, 2011 11:32 AM.

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