djwhisky's dashboard

Rachel replied on November 11, 2008 09:09 to the idea "quotation functionallity" in FreeAgent Central:

Hmm i've just been looking at cashboard as well, I like that it has basecamp integration. Please implement this now! :)

Olly replied on November 07, 2008 09:13 to the question "Invoicing - global sequencing" in FreeAgent Central:

Whisky

Getting a solution which is simple and also works for everyone is rather tricky.

The only option I can see -- without resorting to using macros in references -- for supporting your specific numbering scheme would be to allow you to explicitly define a suffix in your settings which gets stored with each invoice separate to the reference, but is displayed as if it was part of the reference itself in the GUI and on your invoices. As you might imagine this is more than a small change and adds another level of complexity to our invoice numbering.

Whilst I don't want to rule it out completely, I don't think we'll be able to support this in the short term, unless of course it becomes our number one most requested feature!

Olly replied on November 07, 2008 09:04 to the idea "Invoice Numbering" in FreeAgent Central:

Whisky, I've replied on the other thread

djwhisky replied on November 06, 2008 11:46 to the idea "Invoice Numbering" in FreeAgent Central:

Just wondering if there's been any movement on invoice numbering and allowing a wee bit more flexibility - Even if it was just adding a suffix field that always got appended on the end of the global sequence?

Olly replied on November 05, 2008 12:37 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

Hi Melanie,

This isn't in place yet I'm afraid. We have a rather large list of feature requests which we're working through, and this is on that list so it will definitely be included in a future release. I can't be specific on exactly when that will be though.

Melanie Burke replied on November 05, 2008 11:51 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

Is this feature now in place?

Melanie Burke replied on November 04, 2008 11:56 to the idea "Enhancements to Invoice Emailing" in FreeAgent Central:

I just noticed - the system remembers the last email body text used, so that's point one covered as I use a standard message for all clients

I haven't found that the email message area is prepopulated with the previous message. Is this something that has been implemented? I'm using Firefox 3

A comment on the problem "VAT accounting dates for credit card transactions in Freeagent" in FreeAgent Central:

@djwhisky
It took me a few minutes to pluck up the courage to answer it!
@Heather
Pleased to help.

3CA
– Stuart Jones, on November 03, 2008 15:30

A comment on the problem "VAT accounting dates for credit card transactions in Freeagent" in FreeAgent Central:

Hi Stuart, Thanks!!! Our accountant told us years ago that we should account for VAT when the money was debited from our bank account but after posting my comment I checked the HMRC site and realised from the cash accounting definition that the Freeagent approach is correct!!! Thanks for enlightening us!! – Heather, on November 03, 2008 15:25

A comment on the problem "VAT accounting dates for credit card transactions in Freeagent" in FreeAgent Central:

That's what I was thinking too but didn't want to look stupid by stating it!! :) – djwhisky, on November 03, 2008 15:13

Stuart Jones replied on November 03, 2008 15:08 to the problem "VAT accounting dates for credit card transactions in Freeagent" in FreeAgent Central:

Heather,

Isn't FAC doing it the correct way ie you can reclaim the input VAT when you buy the goods/service on your credit card rather than when you pay the credit card company?

djwhisky started following the problem "VAT accounting dates for credit card transactions in Freeagent" in FreeAgent Central.

Olly replied on October 31, 2008 21:47 to the idea "Extending the ICal feeds" in FreeAgent Central:

awsl

Our iCal feeds are live data feeds, so when the relevant information changes in FreeAgent (e.g. if an invoice is paid) then this change will be reflected in the iCal data.

aswl replied on October 31, 2008 21:28 to the idea "Extending the ICal feeds" in FreeAgent Central:

Could you clarify whether the 'feeds' are standalone ical files or 'subscriptions' that update with your info online?

drmystery21 replied on October 29, 2008 19:13 to the question "Can Our Customers Pay Our Invoices Online?" in FreeAgent Central:

This would be an amazing feature to have. I am setting up my new online business and would love for a customer to be able to pay their invoice(s) online.

Would you also be able to look into how easy you could integrate Protx into the system because they offer must better value to their merchants than PayPal and Google Checkout for example, £20 a month for up to 1k transactions per 1/4.

If you could get a feature like this going I'll take you all out a posh meal and a few drinks!

craftydevil replied on October 27, 2008 17:29 to the question "PO number on invoices" in FreeAgent Central:

Another shout for P/Os on a per-invoice basis. We're in a similar position as the other users, so would love to know if it would be possible to add Purchase Order refs to the Invoice rather than the Project?

djwhisky replied on October 16, 2008 22:09 to the question "What payment category should I use for a conference fee?" in FreeAgent Central:

It'd be great if we could add our own categories - I'm sure lots of people may have their own little quirks depending on their business models. I'd like to be able to split out some of my online services for example - e.g. email newsletters at Campaign Monitor vs things like Freeagent which are quite different and I'd ideally like to be able to report on separately.

Andy replied on October 12, 2008 10:41 to the question "When will estimates be available?" in FreeAgent Central:

The lack of estimates is the only weak element of this otherwise perfect and useful software - hopefully we'll see it added soon!

Ed Molyneux replied on October 08, 2008 09:45 to the question "Taxable date for expenses/bills is cash not invoice date" in FreeAgent Central:

prolibris,

That - an option 'billed on' or 'incurred on' date which can be set earlier than the bank transaction date - is something we've been mulling over for some time.

Our treatment of normal expenses on, effectively, a cash basis (apart from Bills) is mostly 'good enough' for the speed at which most purchases pass through the banking system nowadays. Certainly you won't find that many accountants worrying too much that your weekend purchases appear on the statement as Monday.

The existing treatment is driven to some extent by the desire to keep things as simple as is acceptable from an accounting point of view.

But you're right - it's not strictly correct and I think that before long we'll be adding that option 'billed on' date.

prolibris replied on October 07, 2008 15:45 to the question "Taxable date for expenses/bills is cash not invoice date" in FreeAgent Central:

Ed,

While I appreciate the solution that the Bill Tracking module provides, I'm not sure that it's the simplest solution to the invoice/cash accounting problem. At least not for me.

I don't really want to track bills, as such - merely to make sure that the bill falls into the correct period based on the date of the invoice not the date on which payment leaves the bank account.

Most (legitimate) retailers will supply an invoice with the date of purchase, but only charge the bank account on the date of despatch, so there's frequently a bit of a gap. Even suppliers collecting by direct debit will have different billing and collection dates (our ISP, for instance, bills on the 20th of the month and collects on 8th the following month). These are not bills I want to track.

To ensure that I'm accounting for VAT in the correct period I would now have to identify those bills with different billing and collection dates, manually enter them (with a contact name) and effectively reconcile them against the bank statement, which is almost a return to the QuickBooks approach I've just abandoned.

I love the simplicity of bookkeeping based around the record of the bank statement. Is it not possible simply to have an adjustable "Billing Date" field on the bank record which, if set, ensures it falls into the correct period (as suggested by the OP) ? Rgds Tim