Antony Adel's dashboard

A comment on the question "Employees can access everything?" in FreeAgent Central:

I only just saw this response, spam filter must have munched the alert. Ed and team, FA is fantastic software, am really enjoying using it, as a software dev myself I can really tip my hat to this product. – Demian Turner, on November 11, 2008 00:11

Phil Norton replied on November 10, 2008 12:02 to the question "Employees can access everything?" in FreeAgent Central:

Thanks Olly!

Olly replied on November 10, 2008 11:58 to the question "Employees can access everything?" in FreeAgent Central:

Hi Phil,

Thanks very much for your feedback, it's really appreciated. We're aware that this sort of access is becoming increasingly important for our customers and we'll do our best to provide a suitable solution as soon as we can.

Phil Norton replied on November 10, 2008 11:55 to the question "Employees can access everything?" in FreeAgent Central:

I'm a sole trader at the minute, but that may change in the (near or maybe far) future. At present, I work with another sole trader who gets a lot of sales for me, and does project management with the client. We have a Blinksale account, and him and I can both add invoices, add payment dates etc. Which takes that away from my workload.

However, with the current permissions in FAC, if I gave him "employee" access, then he'd be able to see all of my financials, which isn't something I'd be comfortable with (cos he'd see how often I buy diamond shoes and bars of gold!! ;o) ). For me, the permissions could be simplified on a user-to-user basis, using the top nav of FAC as the basis.

So, for example, an employee/associate/whatever would have access to:

Home, Contacts, Projects, Time, Invoices, Expenses

Leaving the more sensitive aspects of the app to those with more access rights.

As a web designer/developer myself, I know that this is no small change, but it's certainly something that would not only benefit a lot of existing users, but could be a real selling point for new customers too, in turn making FAC suitable for more than just small businesses & freelancers.

Phil

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?

Paul Horsfall replied on October 16, 2008 16:20 to the question "Profit & Loss - Error" in FreeAgent Central:

Hi Ed

I did originally wonder if that was the case, so before I posted my first reply I added an explanation after the end of the VAT period. At this point the message changed from one informing me that my last entry was before the end of the period, to one which just said "Data Might Be Incomplete" with no further explanation. After that, I added a manual entry for £1 before the VAT period which did enable the "Lock" link.

So short answer, no I don't think that is the case here, unless I'm doing something strange or missing something.

Ed Molyneux replied on October 16, 2008 14:45 to the question "Profit & Loss - Error" in FreeAgent Central:

Paul,

FreeAgent no longer checks for banking entries before each period as it used to. But it does check that your latest entry at or after the end of the VAT period (in this case), and that there are no unexplained transactions in the period.

It may well be that you just need to check there are no unexplained entries in that period and/or add (or explain) an entry beyond the end of that VAT return period end date.

Could that be the case?

Ed Molyneux replied on October 16, 2008 10:37 to the question "Profit & Loss - Error" in FreeAgent Central:

Paul,

We'll look into that - sorry for the inconvenience...

Paul Horsfall replied on October 16, 2008 09:13 to the question "Profit & Loss - Error" in FreeAgent Central:

I'm seeing a similar thing; I cannot lock my first VAT return as I don't have any banking entries before that period.

Ed Molyneux replied on September 18, 2008 08:36 to the question "Suppliers/invoices payable" in FreeAgent Central:

Rich,

Once we've got 'Chinon' out the door tonight, this will be at the top of our list.

Ed Molyneux replied on September 18, 2008 08:36 to the question "Suppliers/invoices payable" in FreeAgent Central:

Rich,

Once we've got 'Chinon' out the door tonight, this will be at the top of our list.

richallum replied on September 17, 2008 14:21 to the question "Suppliers/invoices payable" in FreeAgent Central:

Hi ED, Any news on this?

richallum replied on September 17, 2008 14:21 to the question "Suppliers/invoices payable" in FreeAgent Central:

Hi ED, Any news on this?

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"

Demian Turner replied on September 08, 2008 16:48 to the question "Employees can access everything?" in FreeAgent Central:

I just noticed there *is* a password create option, which I thought I remembered, but *only* on user creation, not user edit. This is confusing.

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!

Demian Turner replied on September 08, 2008 16:44 to the question "Employees can access everything?" in FreeAgent Central:

Hi Olly

Well, the only way I could create a login for an employee was

1) set employee's email to mine as i suspected perms might be an issue
2) go to 'forgot passwd' screen
3) login as 'employee' with newly created user/pass

Yes indeed the current state of permissions for employees is a problem in freeagentcentral. Don't you think? I can't think of a single company where the director would be happy for any employee to see the entire financials of the business.

Having said this I've been reviewing financial software for some time and yours is by far the best I've found. Which is why I was surprised by the perms oversight, given the attention to detail on everything else.

I'm curious what is the implementation language of the platform?

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.