General on UserVoice

Revamp the look of user interface [updated]

2011-12-21T06:13:47-08:00

You guys have done a great job marketing your new kashoo look. I though it would be nice if you would give the same great look to the user interface.

Jason Kerchner said:

But please do not lose the simplicity or speed of the software!

Arriving at gross profit

2011-12-10T12:36:37-08:00

Ramsabi suggested:
Regardless of the account number any expense classified as "Cost of Goods Sold" should appear after income and the gross direct profit calculated, before overhead expenses are shown.

Sub-accounts support [updated]

2011-12-03T09:57:15-08:00

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.

javin singh said:

Please add sub account feature. thank you.

Cash basis accounting and reports [updated]

2011-12-03T05:38:13-08:00

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.

Paul DeCrette said:

I am in the evaluation period. Freshbooks integration is killer. A better interface would be nice. Sub accounts would be nice. But not having cash-basis reporting/account? Dealbreaker. Most small businesses in the United States are on cash basis accounting. When you can make this change, I am on board. Thanks.

Sub-accounts support [updated]

2011-12-03T05:27:02-08:00

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.

Paul DeCrette said:

Please add this. Wave supports it. People would probably pay money to get it done. Thank you.

'Repeat' button during Invoice Review [updated]

2011-12-01T02:20:23-08:00

We find the 'Repeat' button in the income entry screen quite useful when entering invoices back to back that are very similar. Unfortunately that doesn't happen that often and we'd like to see Kashoo have the equivalent of a 'Repeat' or 'Clone' button when reviewing an invoice entered in the past. Clicking on this button would put the User in the 'Detailed' income entry screen with all Items and financial settings duplicated ready for quick editing (i.e. change customer name, date, etc)

Dennis Staples said:

Was just reviewing Closed ideas and noticed this is already a feature of the system. Right click on list to be able to Repeat an invoice. Please close this suggestion.

'Repeat' button during Invoice Review

2011-12-01T01:32:12-08:00

Dennis Staples suggested:
We find the 'Repeat' button in the income entry screen quite useful when entering invoices back to back that are very similar. Unfortunately that doesn't happen that often and we'd like to see Kashoo have the equivalent of a 'Repeat' or 'Clone' button when reviewing an invoice entered in the past. Clicking on this button would put the User in the 'Detailed' income entry screen with all Items and financial settings duplicated ready for quick editing (i.e. change customer name, date, etc)

Outstanding Invoice Statement PDF Print Out [updated]

2011-11-17T01:49:14-08:00

Have a print PDF button for Aged Receivables, in addition to the Excel & CSV export functions. This can be used to email customers a PDF print out of their Aged Receivables (outstanding invoices) with out having to import the data into Excel or any other application.

p said:

I agree with the other voters, its a basic requirement. You really need to be able to create Customer Statements easily. When you have even just a few dozen customers it can be too time consuming. Imagine if you have hundreds of customers? Wait you do, don't you? Remember, if we don't get paid by our customers on time, how can we make sure we pay you on time?

Bank statement automatic download from the bank [updated]

2011-11-14T07:10:34-08:00

Intuit Online can automatically download my bank statement, could Clarity Accounting do the same thing?

Leonardo Soto said:

Yodlee is buggy and was not able to sync with some of my accounts. I would suggest looking for a different solution.

Bank statement automatic download from the bank [updated]

2011-11-14T01:57:31-08:00

Intuit Online can automatically download my bank statement, could Clarity Accounting do the same thing?

shekar.b said:

send me statement account

Sub-accounts support [updated]

2011-11-05T10:31:38-07:00

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.

Lyndon Harvey said:

Am currently evaluating kashoo to support a series of four businesses each of which is a franchise. The franchisor has reporting requirements that require roll-ups (ie: would require sub-accounts). I need to meet these reporting requirements.

Add a budget feature [updated]

2011-10-31T13:00:17-07:00

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.).

jenng said:

We need a way to enter a budget amount for each account by month. If that has to be a premium feature it would be well worth it to some of us.

Synchronize with a CRM service [updated]

2011-10-30T15:25:20-07:00

Add support to syncronize the client list with a CRM service like Highrise or JavelinCRM

Oyster said:

... Yes please & as a very happy user I can report that Javelin CRM is now re-named to 'Capsule CRM': see https://capsulecrm.com

provide an 'Advanced Search' functionality

2011-10-30T07:12:24-07:00

Karl Cassar suggested:
Invoices, Expenses, Transactions, etc do not let you perform an 'advanced search' functionality. This would allow you to search via a combination of the fields available, which is quite a basic feature I think. This would allow to search in an amount range, description, memo, comments, etc, in order to find any information required.

Login using Facebook username and password [updated]

2011-10-28T06:06:25-07:00

Instead of requiring a new username and password, let users log in using their Facebook account. This saves them the trouble of remembering another username and password.

roland oathout said:

i am using a different computer and forgot my password for facebook. my name is roland oathout and my email is grayghost@citlink.net

Support entry/reporting for sales commissions [updated]

2011-10-16T18:49:53-07:00

Al said:

so we don't and won't have commission tracking? bummer...my small biz has 3 sales people, ...got any suggestions?

French [updated]

2011-10-05T19:11:10-07:00

Can you translate your SaaS in french ?

Pablo Villegas said:

yes! French invoices please!

Make each account printable, via Export to PDF

2011-10-03T12:22:47-07:00

Martin Cleaver suggested:
Under Balance sheet there are 4 export options: Excel | CSV | HTML | PDF But under accounts there are only 2 export options: Excel | CSV I end up having to convert a screen shot into a PDF to be able to send the screen for review or to print it. This ends up with sucky resolution that's hard to print. Printing the screen directly lacks decent formatting with the columns running into each other. Export to PDF please.

Cost of goods sold, and gross profit calculations [updated]

2011-10-03T10:12:26-07:00

When the inventory system is added, add good support for calculating gross profits and entering the costs of good sold for each sale.

Martin Cleaver said:

Yes, please.

Import items from FreshBooks [updated]

2011-10-02T13:23:18-07:00

When importing from FreshBooks, get the list of items and allow the selection of a specific income or asset account per item to override the default income account when that item is selected inside FreshBooks.

Martin Cleaver said:

As you've marked it as "already complete", uservoice prevents is from further voting on this item!

Allow for filtering by payment status on Income screen

2011-09-28T13:00:06-07:00

Diana Aspillera suggested:
When reviewing income, it would be great to be able to only view outstanding invoices for one or all clients

add support for international users [updated]

2011-09-22T10:12:10-07:00

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.

Euromotor.us said:

FRENCH language would be wonderfull.

Better management/reports of pre-payments, credits, and overpayments [updated]

2011-09-21T12:34:13-07:00

Currently when entering a client pre-payment, overpayment, or client credit (using a separate client credits account) there's no way to get a report or do a search to find these pre-payments and credits. It would be better to have reports for all of these.

Anthony Bott said:

Looking forward to this addition!

Outstanding Invoice Statement PDF Print Out [updated]

2011-09-20T22:07:03-07:00

Mike said:

Great program! Filled in a few invoices and payments, worked great. Without statements I have to move on. Get statements so we can get paid and we can pay you. The excel work around is a little to much work to create statements. Be sure to contact me when its available.

Corporation taxes should show under the Taxes Tab [updated]

2011-09-20T16:52:05-07:00

Martin Cleaver said:

Ideally I would be able to connect to the CRA and download the status of my accounts from their perspective and build worksheets of what my next payments should be.

Until that day, just some ways to manually track my account would be helpful. Exactly what, I'm not sure. But I do know that I cobble spreadsheets and paper copies, these need to align with what Kashoo keeps on record, and its all quite painful!

Thanks,
M.

Freshbooks late fees should be categorized differently from service fees

2011-09-20T16:42:21-07:00

Martin Cleaver suggested:
Perhaps a way to mark them as Interest Income?

Sub-accounts support [updated]

2011-09-20T16:02:56-07:00

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.

Martin Cleaver said:

My accountant wants "interest from late fees" to show in "Other Income". I want it broken out and visible.

In Today's webinar Fiona Lo said that Kashoo is more of a book-keeping system than an accounting system. Well, to be both, please present both summary and the detail views.

Thanks.

Have the accountant's view show debits & credits orientation on all ledgers. [updated]

2011-09-13T07:01:31-07:00

My wife was trained as an accountant. She complains that her view of Kashoo is counterintuitive to her training. It would help her (and I suppose, accounting firms who, after all, can introduce you to markets) if you allowed accountants to

Martin Cleaver said:

show this orientation instead of the view for regular users.

Have the accountant's view show debits & credits orientation on all ledgers.

2011-09-13T07:00:40-07:00

Martin Cleaver suggested:
My wife was trained as an accountant. She complains that her view of Kashoo is counterintuitive to her training. It would help her (and I suppose, accounting firms who, after all, can introduce you to markets) if you allowed accountants to

Allow us to upload a template excel file used for Excel Export [updated]

2011-09-13T06:55:02-07:00

Excel reporting is clunky but it works. It would be less clunky if you provided the means to upload a template for future Excel downloads. I want this, so, for example, I can embed a bunch of formatting to the page. E.g. print headers (date, for instance) and line formatting (group by month on statement data). This would allow me to delegate some tasks to others and ensure that the paper copy we've used to perform reconciliation is self-explanatory.

Martin Cleaver said:

This would also include setting the default page orientation to landscape.

Standardize on github or similar [updated]

2011-09-12T13:19:29-07:00

While I appreciate you can't build all functionality that everyone needs can you at least suggest to your community members a repository for any freeware extensions they might be willing to build? e.g. Github? I ask because I'm increasingly frustrated that I can't get the views (e.g. of bank reconciliation) that I need. If I must code I might as well share my efforts with others. Thanks. Martin.

Martin Cleaver said:

Here's what there is so far:

https://github.com/search?q=kashoo&type=Everything&repo=&langOverride=&start_value=1

FreshBooks integration - download invoices from FreshBooks [updated]

2011-09-12T12:40:17-07:00

When an invoice is created in FreshBooks, could it be downloaded into Clarity Accounting along with any customer information?

Martin Cleaver said:

We've just realised that importing subcontractor invoices from Freshbooks does not take HST billed by subcontractors and put this into the resulting bill in Kashoo.

Please fix this, or at least make the limitation clear on the import process.

automatic import of Paypal statements - PLEASE!!! [updated]

2011-09-04T07:21:40-07:00

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

Martin Cleaver said:

Four things:
1) Dobes mentioned at some point Kashoo would integrate with Yodlee for Bank integration
2) Yodlee also does PayPal integration
3) In the webinar last week, Kashoo announced the new beta will do bank integration. See http://www.facebook.com/topic.php?uid=118669384814618&topic=350
4) In the interim (as my accounts are due) I have just built an import tool for PayPal transactions https://github.com/mrjcleaver/paypal2kashoo - note this doesn't sync but has to be run on the command line.

Outstanding Invoice Statement PDF Print Out [updated]

2011-09-02T11:36:52-07:00

Brenda Ranger said:

Customers statements is a must.

Ability to check off multiple items on a page before having screen refresh [updated]

2011-08-26T13:39:11-07:00

if you have a lot of items and wish to delete them, for example, would be nice to check all of them, then hit a 'refresh' button to enter the changes.

Lofty Ambitions said:

You should be able to use the check system to adjust multiple transactions too. If I'm unsure of something and leave it under "other expense" for my bookkeeper it would be nice if they could adjust multiple transactions all at once. Often it's a recurring transaction and it would be much faster to update all the related transaction in one shot instead of individually.

Custom Report Builder [updated]

2011-08-21T14:02:05-07:00

Ability to customize reports, including: - "rolling up" accounts into one total row for those accounts - Apply percentage multipliers to rows - customize the formatting and layout of the report

Martin Cleaver said:

If Kashoo was supported by Easy-Insight you could do this.

Report options [updated]

2011-08-21T14:00:56-07:00

Let me ability to use more periods in pl and balance sheet. I need to have in Excel a 3 year reports divided by months. So right now i can only export it by 7 monts period and stick it together in excel ( and ihave about 150 account) so it can spend an hours. It wil be great if i can change period numbers at this link for example to get more periods (&columns=Prior+6+Months+vs+This+Month). I undersand that in browser it will be look not great but i actually don't need it. Only Excel table

Martin Cleaver said:

Wow.

Being able to type in "Prior 12 Months" into "Trial Balance / columns" is extremely useful.

This is a massively understated capability.

Why is this so hidden? Tabulating month end balances needs to be present from every account. This Trial Balance option does it!

Outstanding Invoice Statement PDF Print Out [updated]

2011-08-13T14:48:47-07:00

Paul said:

Are you serious? There is no way to send statements to people? The bottom line is getting paid by customers, and this program doesn't do the most fundamental thing required to get paid, send a statement.

Revamp the look of user interface [updated]

2011-08-05T14:05:58-07:00

You guys have done a great job marketing your new kashoo look. I though it would be nice if you would give the same great look to the user interface.

RealHomePhoto said:

Agreed. The UI would be great if its customizable in appearance (colours, company logo). Maybe something more along the lines of the iPad app style or your actual website?

Accept payments on invoices using a merchant account [updated]

2011-08-04T14:24:29-07:00

Use the API for PayPal, WorldPay, Authorize.net, Moneybookers, and so on to accept credit card payments on invoices, including sending a link to a client they can click on to enter their own credit card information securely.

Martin Cleaver said:

I've enabled this by invoicing through Freshbooks.

Allow for vendor refunds or pre-payments

2011-08-03T17:21:22-07:00

Damita Foreman suggested:
This will be helpful because I have made payments to vendors and had it refunded to me but still need to show the purchase was made. Also for the ability to show pre-payment to a vendor for credit memo you may have from them.

Ability to create customer sales receipt and add refund/void to transactions.

2011-08-03T17:13:28-07:00

Damita Foreman suggested:
It would allow users to forward a receipt to their clients once payment is made. The refund/void would allow me to have a record of the transaction, instead of deleting it.

Memorize & autofill expense account for each vendor [updated]

2011-08-01T09:34:54-07:00

Martin Cleaver said:

Well, that's okay, but its a bother to have to leave the transaction you are on to go edit the vendor. Much easier if during edit of the transaction you can have the transaction's Tax and Category information copied into the Vendor record.

Reorganize Bank Statement reconciliation screens [updated]

2011-07-29T04:29:16-07:00

I find the Bank Statement reconciliation screens confusing. First, when you first get there there's an upper and lower section: the lower section is not labelled but (I think) means "pick statement previously imported". If I haven't picked one it seems to pick one for me but it doesn't show me in the bottom section which one is picked. Second, when _I_ pick a statement using the bottom panel, the bottom panel disappears completely. How confusing! And why do we use the selection panel at the bottom first, might it be better at the top? Prior to me selecting a statement then why show any entries at the top of the screen. The Bank Statement date advances the month every time you use it. While that might suit a tidy test case it doesn't reflect my real usage: it might be not until the end of the year that I import all my statements for reconciliation. Clarity Accounting has advanced the date so, not noticing that it was changing the date, now (in March 2010) I have Bank Statement dates reaching out into the future, up to August 2010. I assume I can fix them up by hand, we'll see. There exists a blog post that sort-of covers the operation of the page, but really more instructions (and at least clearer headings) need to be embedded into the page instead. The blog post mentions that you should import each month's entries separately. The app could check for this. (I compiled one xls for my credit card for the last six months and imported that before I read the instructions.) Lastly, I think I may have imported the same statement multiple times. Doing so could present a warning.

Martin Cleaver said:

The bank statements show "Matched" & "Uploaded" columns. When they differ Kashoo should offer some advice about what that means and what to do about it. I'm staring at a ~$1000 difference right now, and have completely forgotten what steps I should now take.

Reorganize Bank Statement reconciliation screens [updated]

2011-07-29T03:46:08-07:00

Martin Cleaver said:

One trick I've recently worked out is to maintain a spreadsheet of the start/end/total debits/total credits balances of each of my bank/cc statements vs. the start/end/total debits/total credits balances in Kashoo. This serves multiple purposes and has turned the process of reconciling from something I dread to just "work to be done".

I thoroughly recommend that this be incorporated into Kashoo itself (they could be easily added to the "Bank Statement Reconciliation" screen), and, in the interim, users can build a view like this in Google Spreadsheets or Excel/Numbers.

And Matt Gorbet makes some good points too.

Provide for Posting Date & Transaction Date [updated]

2011-07-29T03:23:26-07:00

My credit card statements have both. Per "the transaction date is when you purchased something.. thats what you write down. the posting date is when the money was actually taken from the bank, its just information for your reference." http://uk.answers.yahoo.com/question/index?qid=20070213042151AAHtk0r So, keep them distinct, please. Martin

Martin Cleaver said:

And if you can't support both (because it's just too late/expensive/complicated), then allow me to bump transactions between consecutive Bank Statements. The way things are right now means a transaction can end up in the wrong month because the statement groups differently to reality. Thx.

make an ipad app [updated]

2011-07-29T03:05:49-07:00

Could be easier to use an app from an iPad as this application's features grow.

Martin Cleaver said:

Done. ;)

Provide for Posting Date & Transaction Date

2011-07-29T03:05:17-07:00

Martin Cleaver suggested:
My credit card statements have both. Per "the transaction date is when you purchased something.. thats what you write down. the posting date is when the money was actually taken from the bank, its just information for your reference." http://uk.answers.yahoo.com/question/index?qid=20070213042151AAHtk0r So, keep them distinct, please. Martin

Allow upload of .pdf files (scan of receipt, ticket, invoice, etc) when registering expenses. [updated]

2011-07-26T22:51:37-07:00

There are programs like Neatreceipts (program and scanner) which let you easily scan your tickets, receipts, invoices, or whatever hard copy of your proof of purchase or expense. It would be very useful to upload a copy of this .pdf file to attach to the expense transaction, specially for cash accounts and petty-cash accounts. Also for auditing expenses.

Patrick Luk said:

yes! agree, everything goes paperless at firm.

inventory shipped

2011-07-26T22:47:07-07:00

Patrick Luk suggested:
i have clients that orders like 100x an item but we ship 25 only. need something to say "shipped", ordered...