General
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Bank statement automatic download from the bank
Intuit Online can automatically download my bank statement, could Clarity Accounting do the same thing?
412 votesplanned ·Admindobesv (Admin, Kashoo / Clarity Accounting) responded
It seems likely that we will use Yodlee at some point. Stay tuned.
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automatic import of Paypal statements - PLEASE!!!
I have an e-commerce store and use Paypal for virtually all payments from customers and many supplies, subscriptions, etc. that I purchase online.
It would be a tremendous help to have the ability to sync / import Clarity and Paypal!
Counting on you,
thanks
394 votesWe agree this is a good idea and we hope that more people will vote for this feature. Our development time line is largely based on our most popular feature requests! If you know other online businesses that can benefit from using Clarity Accounting, send them to our feature request page and vote it up to the top of the chart! :)
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Support Quickbooks importing
Allow people who are currently using quickbooks to automatically import their data
377 votesplanned ·Admindobesv (Admin, Kashoo / Clarity Accounting) responded
We’ve had some problems with the consultant who was doing the QuickBooks work so we’re having to restart the this project. Thanks again for your patience, but we want to make sure this is part of the product is up to our high standards.
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Add a budget feature
Allow users to create a budget, and then income and expenses can be tied to the budget line items so that useful reports can be generated (budget report, ytd spending vs. budget, etc.).
260 votes -
Recurring Expenses, Invoices, and other Transactions
Allow users to create recurring transactions (e.g. for a fixed cost expense that happens every month, like a subscription).
251 votes -
Sub-accounts support
For example, have a breakdown for "Travel Expenses" including lodging, parking, and meals. The accounts would be shown grouped on the P&L or Balance Sheet with a total for the group.
204 votes -
Print cheques / check printing
Called cheques in some places, and checks elsewhere, allow users to print the date, recipient, and amount onto pre-printed MICR check stock to save the trouble of hand-writing this information onto a standard cheque. Since businesses often want multiple copies of each check, one to issue and one or two for record keeping, this can save a lot of time.
188 votesstarted ·Admindobesv (Admin, Kashoo / Clarity Accounting) responded
Work on this has been started again, so hopefully you’ll see it soon.
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allow iPhone and mobile access to main functions/info
Quickbooks online has a mobile web portal and iPhone app to view main info and do some basic functions on the road (like create an invoice). This would be great for small businesses with people on the move.
185 votes -
Offer inventory tracking
Offer a basic inventory tracking system
165 votesstarted ·Admindobesv (Admin, Kashoo / Clarity Accounting) responded
Work is in progress on a better inventory system. Stay tuned!
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Fully customizable invoice layout
Maybe using XHTML/CSS, or a custom editor for the invoice layout.
151 votesstarted ·Admindobesv (Admin, Kashoo / Clarity Accounting) responded
You can now add instructions to an invoice by going to your business profile and entering them into the “Invoice Instructions” field. They will be included on every invoice below the memo. This could be where you put your “make payable to” or bank deposit information. CSS/XHTML templates are in beta now too, read more here: https://www.clarityaccounting.com/help/index.php/2009/05/04/customize-layout-appearance-invoices/
We appreciate your feedback on these features and any suggestions you might have to improve them.
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98 votes
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shoeboxed integration
Shoeboxed is a service which scans in your receipts and records/extract some information about them, including the total amount and the vendor. It has an API so we could use this to import bills into the system.
91 votes -
Make an iPhone App
Pretty, pretty please!!!
72 votes -
add support for international users
Add support for international currencies, custom TAX settings, editable invoice templates (for changing the language) etc.. so that users outside the USA can use the app.
71 votesplanned ·Admindobesv (Admin, Kashoo / Clarity Accounting) responded
Thanks, we’re definitely planning on it! If you send us a bit more information about which country you are in, and what your local tax rules are like, we can make sure we support you.
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Employee portal for entering invoices/expenses
Have a place for employees to enter invoices without being able to view all the books. The portal would be customizable in terms of which items and accounts could be used and how they appear to the person entering the data. Entered items would appear in an area for approval by a manager/owner before recording them into the books for real. PDF Emails/Downloads would be needed. This could be developed as a totally seperate application, really.
64 votesOne way to do this now would be to use a FreshBooks account for your employees and import that into Clarity Accounting.
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Cash basis accounting and reports
Currently we only support accrual basis accounting - that is, income and expenses are reported when they are invoiced instead of when they are paid. However, some businesses track payables and receivables but report income on the date they are paid.
55 votes -
49 votes
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Proposal / Quotes and make them convertible to invoices if accepted by the client.
Allow users to create proposal and quotes for the customers and if accepted to be able to convert them into invoices.
Send Proposals via Email
Print Proposals
Download Proposals in PDF
Turn a Proposal into an Invoice47 votesunder review ·
AdminDobes Vandermeer
(Admin, Kashoo / Clarity Accounting)
responded
Hi, we don’t have any specific plans regardign support for quotes at this time, sorry! We get enough requests that I think it will probably happen “one day”, but we have lots to do so its hard to say when that would be.
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Don't allow changes to old records - close the books
When records get old enough, typically after you've filed taxes based on those records, maybe you shouldn't be allowed to change them any more so that your tax filing won't be made obsolete
46 votes -
Download invoices from Harvest
Import invoices from Harvest, basically the same as the FreshBooks feature
45 votes