Andy's dashboard

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?

Tom replied on October 24, 2008 09:09 to the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central:

It's a massive improvement! Thanks guys.

Andy replied on October 23, 2008 19:31 to the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central:

Thank You!

Roan replied on October 23, 2008 19:21 to the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central:

This weeks release saw the implementation of our new flexible tables for invoices so you can now view all overdue and open invoices as well as some other views.

It's still a work in progress, and we'll be improving this in the coming weeks, but we'd love to hear your feedback. Is this flexible enough or would you like to have more control over the data?

We'll be rolling this out across the app over the next few releases, so stay tuned for updates.

Tom replied on September 19, 2008 16:02 to the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central:

Great to hear. Thanks Roan.

Roan replied on September 19, 2008 14:39 to the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central:

Hi Tom,

We're very keen to do this. It's just a bit of a struggle finding time with all the other features we're working on at the moment.

Rest assured though, we'll be rolling this functionality out across FreeAgent in due course, so you'll be able to filter and sort all kinds of data tables.

Tom replied on September 19, 2008 13:53 to the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central:

Can I add another voice to those who'd love to have the ability to filter invoices by status - most importantly, open and unpaid invoices. The colour highlighting in the current list helps, but quick access to a page of just open/overdue invoices would be a great help.

Many thanks.

Ed Molyneux replied on September 19, 2008 11:21 to the problem "Bank Balance Brought Forward Incorrect" in FreeAgent Central:

Hi everyone.

We think we've isolated the problem.

This week we upgraded to the most recent version of the software framework we're using: Ruby on Rails 2.1.1.

Turns out that one of the functions we're using to generate our balances is returning data of a different type than before, and it's throwing out the numbers somehow. Our automated test suite didn't pick this up because it uses the same function.

We're in the process of reverting to the previous version, which should happen in the next few minutes.

Once more please accept our apologies for the inconvenience, and thanks to all of you for bringing this to our attention and bearing with us as we resolve it.

Mike Wilson replied on September 09, 2008 11:38 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

I hope we've bigged up the idea enough :) it's a real killer feature.

Perhaps defaults can be set on a per client basis, but overridden per project just as the payment schedule and invoice sequence numbering is currently done.

"Big up yerself!" - Ali G

bigitup replied on September 08, 2008 23:44 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

I think a 5th would be good too (set on a per client basis), Days after due date reminder (integer).
Some other systems have a good method where several time intervals can be set, all with different comments.
For example,
15 Days Late - "Please pay"
30 Days Late - "Please pay or else"
45 Days Late - "Now you've really done it"

Charles Verrier replied on September 08, 2008 16:45 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

How about a set of properties on the client (or project)...

1. auto-send payment reminders? (tick box)
2. Days before due date for reminder (integer)

and...

3. auto-send statement? (tick box)
4. Days after due date for statement (integer)

Plus a manual statement generator, of course!

Charles Verrier replied on September 08, 2008 16:43 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

I'd agree here - A statement would be nice to have - just as a general reminder to clients. Automatic emailing would be a secondary feature for me - as reminders might be fiine for some clients and not for others.

bigitup replied on September 02, 2008 06:26 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

Big IT!!!

Organic started following the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central.

richallum replied on July 02, 2008 11:04 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

I really like this feature in another system used for another business. It has really helped save time and get money in quicker. Also sends automated thank you messages when payments received.

Andy replied on May 21, 2008 21:41 to the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central:

Nice touch with the badge/colour idea as they do tend to get lost in the list.

Making the note info an invoice history would be great, so manual comments and automated ones can be read as a summary of what happened when.

Might be growing this a bit too much but you could include the users name than added the comment a bit like

21st May 08 Andy said...
Called Bob and asked nicely to be paid

23rd May 08 FAC said...
Invoice marked paid

Ed Molyneux replied on May 21, 2008 21:31 to the idea "How about being able to filter the invoices list by overdue?" in FreeAgent Central:

Andy,

Good idea. Perhaps an Unpaid list, so including towards the bottom invoices which are sent but not quite due yet. We should use colour coding or 'badges' to indicate invoice status more obviously, too, really.

And I like the note idea too - we could also automatically append when the invoice was marked as sent etc.

Andy started following the idea "Payment slip on invoice" in FreeAgent Central.

MarkF replied on May 20, 2008 22:21 to the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central:

Yo, big it up dude!
Err, I mean I like it - it's a jolly good idea chaps..