Mike Wilson's dashboard

goldtop replied on November 18, 2008 21:42 to the question "Can an automatic invoice be generated when you reach a set number of hours for a client?" in FreeAgent Central:

Hmm... Ok, so what about this situation. I have done a week and a couple of days work for someone I should bill every time I reach 1 week.

If I try to use my hours to generate the invoice it gives me a very specific number of days according to the *total* amount of hours so far ie 5.375, not just the days that make up my one week.

If I edit this amount to a nice round '5 days', it still uses all my hours up so I'm effectively billing for 1 week when I've done more. If I look at my hours, it shows me I've billed for the total amount even though I invoice for 5 days only.

If I go the other way around, and add items manually to the invoice, that's fine, except for again, if I look at my hours, I'm unsure of whether I've billed or not; I see 7 and a bit days 'unbilled'.

I'm not sure where to go from here really; unless I invoice the hour I reach my weekly limit! :)

The great thing about FreeAgent is seeing your totals add up on the homepage of all the work you've done so far; what's not so great is then not being able to use that to keep track of stuff I should have / have / haven't invoiced

What I'd love is to be able to generate using X hours or X days of my unbilled time, marking that amount as billed, and then leaving the rest to accumulate as unbilled for the next invoice.

Crosses fingers :)

Mike Wilson marked one of Ed Molyneux's replies in FreeAgent Central as useful. Ed Molyneux replied to the idea "Read-only account access".

Ed Molyneux replied on November 18, 2008 14:52 to the idea "Read-only account access" in FreeAgent Central:

Mike (just sweeping up some ideas we've not responded to yet, sorry)

This is definitely on our list of things to do.

Gradualist started following the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central.

idealsites started following the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central.

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 marked one of Mike Wilson's replies in FreeAgent Central as useful. Mike Wilson replied to the question "How do I "explain a transaction" as: "a payment of an invoice"".

Phil Norton started following the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central.

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 started following the idea "Feature Request: Send automated payment reminders & overdue reminders" in FreeAgent Central.

Stuart Jones replied on October 30, 2008 18:35 to the question "What payment category should I use for the Companies House annual return fee?" in FreeAgent Central:

The only thing I would say is if Sundries becomes a large amount (say more than £400 in a year) it's worth giving HMRC a breakdown of what it comprises rather than having HMRC asking, along with a dozen other questions.

Mike Wilson marked one of Olly's replies in FreeAgent Central as useful. Olly replied to the question "Which payment category for web/email/dns hosting?".

A comment on the question "What payment category should I use for the Companies House annual return fee?" in FreeAgent Central:

Cheers Stuart. I wasn't sure if marking the transaction as Sundries would imply a material purchase or affect the accounts in some unforeseen way. – Mike Wilson, on October 30, 2008 16:08

Mike Wilson marked one of Stuart Jones' replies in FreeAgent Central as useful. Stuart Jones replied to the question "What payment category should I use for the Companies House annual return fee?".

Stuart Jones replied on October 30, 2008 16:04 to the question "What payment category should I use for the Companies House annual return fee?" in FreeAgent Central:

Sundries

Mike Wilson asked a question in FreeAgent Central on October 30, 2008 16:01:

What payment category should I use for the Companies House annual return fee?

I'm currently using the "Legal and Professional Fees" with VAT set to 0% for the Companies House web filing fee. Can anyone think of a more appropriate category?

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!