djwhisky's dashboard

djwhisky started following the question "How do I create a new expense type?" in FreeAgent Central.

djwhisky replied on February 26, 2008 11:53 to the question "How do I create a new expense type?" in FreeAgent Central:

Hi guys
How far away is being able to add/remove your own expense types??

djwhisky asked a question in FreeAgent Central on February 07, 2008 09:06:

When should I start using FreeAgent?

I've been hanging around here for a few months, waiting for a few features that have now been implemented... I'm wondering what's going to be the easiest time for me to start using FreeAgent... my next VAT quarter starts in March, but my tax year starts in April...

I'm currently thinking March where I'll then just have a funny month in that tax year - I don't want to have to re-enter everything from this last year (preferably!)

djwhisky replied on January 29, 2008 19:33 to the idea "basecamp" in FreeAgent Central:

I'm looking at project management and bug/suggestion tracking systems too at the moment - currently looking at www.unfuddle.com which looks nice and has an API too...

djwhisky replied on January 23, 2008 23:36 to the question "What more would you like?" in FreeAgent Central:

Would it be possible to give more flexibility over the design of the invoices to be able to mimic our headed paper etc? I know you could print onto your own headed paper but I'm thinking about the situations where you're emailing PDFs of invoices...

djwhisky replied on January 23, 2008 23:32 to the question "What more would you like?" in FreeAgent Central:

Continuing my thinking, I guess it all depends on how far you want to push the scope of FreeAgent... I could see a use for being able to give client access to a quote system so they could see outstanding quotes, the status of each quote and potentially add comments etc I guess then you're almost becoming an issue/quote/bug tracking system too which I understand is completely off your core focus and would only apply to a number of your customers (the IT developer-type customer) but could still be worth thinking about?!?

I guess this is something that could be done when you release some kind of API, but it would depend on what level of data you let us get at :)

djwhisky replied on January 23, 2008 23:24 to the question "What more would you like?" in FreeAgent Central:

Sounds good... I guess in an ideal world (and think I may have mentioned this before), I would be able to keep track of all quotes i've made to clients, mark them when approved/completed and then invoice them at the end of the month or at a specified time. I'm thinking primarily of those clients of mine whereby they get me to quote on each bit of work e.g. update contact form on a website, add a new (small) feature. I wouldn't want each of these to end up on a separate invoice...

Actually, what would also be good would be to also merge a number of these quotes into an email I can send to the client...

djwhisky replied on January 15, 2008 13:14 to the question "What more would you like?" in FreeAgent Central:

I think i've mentioned it before somewhere, but I would really like a way of tracking quotes and then invoice on these quotes, merging one or more quote into a specific invoice...

djwhisky replied on November 28, 2007 12:54 to the question "Adding support for recurring invoices?" in FreeAgent Central:

2 yearly would be very useful too... UK domain registrations is a good example...

djwhisky replied on November 28, 2007 00:16 to the question "Adding support for recurring invoices?" in FreeAgent Central:

I see that we've now got the recurring invoices, but it seems you can only recurr them on a month-by-month basis? Any chance of adding in yearly... would be a big help for things such as domain name renewals/hosting invoices?

djwhisky replied on November 14, 2007 17:13 to the idea "Choosing an account when marking an invoice as paid" in FreeAgent Central:

Just to add to the two accounts thing... normally I pay my cheques into one account (just because it's less of a walk!) and BACS payments go into my "Primary" account...

djwhisky replied on November 14, 2007 17:11 to the idea "hyperlinks to receipts" in FreeAgent Central:

I'm completely like totally and utterly excited about the whole API thing... have got some good ideas for integrating etc...

djwhisky replied on November 14, 2007 16:13 to the question "Mileage" in FreeAgent Central:

Thats a bummer - what about the other mapping APIs such as Maps24 etc ?

djwhisky started following the idea "Choosing an account when marking an invoice as paid" in FreeAgent Central.

djwhisky replied on November 13, 2007 19:36 to the question "Mileage" in FreeAgent Central:

Just thought of a really geeky addition to the whole mileage area that you could add - probably right at the bottom of the Roadt Map... but I think it could be pretty useful for people

How about integrating in with Google Maps, Maps24, Live Maps or one of the other mapping APIs to allow you to get the mileage from their route directions - I'm cr*p at taking down the mileage from my car and tend to take all my mileages straight off Google etc and this would save me jumping between websites (very lazy i know!)

I could see it working like this:
- You select new mileage claim
- You have the option of entering a mileage or have a calculate button
- You then enter the start and end location (and maybe optional via's)
- Free Agent then goes off to Google and calculates the mileage (you could even show a little Google map of the route just to make sure that the right locations have been selected and/or to drag to change the route if a slightly different route had been taken).
- Then with a single click, you could import that route and fill in the fields in FreeAgent automatically.

What does everybody think? I'm mad I know!

djwhisky started following the idea "hyperlinks to receipts" in FreeAgent Central.

djwhisky replied on November 12, 2007 08:07 to the question "Mileage" in FreeAgent Central:

Fantastico - thanks Ed!

djwhisky replied on November 11, 2007 21:05 to the question "Adding support for recurring invoices?" in FreeAgent Central:

Yeah sounds good from here too... although the invoice numbering thing is a tough nut to crack... i'd agree with Jack on this one that the separate schedule would be the most robust way of it working...

djwhisky replied on November 11, 2007 18:10 to the question "Adding support for recurring invoices?" in FreeAgent Central:

It would also be nice to see some kind of calendar view with which recurring payments were coming up when...

djwhisky replied on November 11, 2007 18:05 to the question "Adding support for recurring invoices?" in FreeAgent Central:

I think I would want all invoices to go into a draft state so I can just check it and tweak as necessary before sending - again some kind of notification (email and on home page) to say that there were pending invoices for approval would be nice