James Barlow's dashboard

Sid M replied on November 09, 2008 20:14 to the problem "Duplicate entries appearing in my credit card account" in FreeAgent Central:

I seem to be having this issue again, coincidentally it happens to be the FreeAgent monthly fee that is appearing twice!

Here are the entries as they appear in the transaction list:

FREEAGENT CENTRAL +44 773301099 GBR//OTHER/£23.50
Freeagent Central 44 773301099 Gbr

Both appeared as transactions for 25th June 2008. Unfortunately, as I didn't see this at the time, I am now several imports down the history, so I can't undo without undoing a lot of imports.

Is there any way you can just delete this individual transaction for me please?

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

Melanie Burke started following the idea "Enhancements to Invoice Emailing" in FreeAgent Central.

James Barlow replied on October 08, 2008 19:50 to the idea "Accounting for security deposits" in FreeAgent Central:

I'll try doing a negative bill and see what happens. Is there any way to specify no "due date" on a bill?

Ed Molyneux replied on October 08, 2008 09:47 to the idea "Accounting for security deposits" in FreeAgent Central:

Yes, we'll be getting to Prepayments and Accruals before too long. But are you sure that's what this is?

You can already enter a negative bill - an owed refund if you like. Would that be better?

James Barlow marked one of Roan's replies in FreeAgent Central as useful. Roan replied to the idea "Storage for official company documents".

Stuart Jones replied on October 05, 2008 17:28 to the idea "Accounting for security deposits" in FreeAgent Central:

If I can persuade Ed to have a nominal account for Prepayments and another for Accruals (sorry about the jargon Ed!) I have the answer!

aswl started following the idea "Accounting for security deposits" in FreeAgent Central.

James Barlow shared an idea in FreeAgent Central on October 04, 2008 16:56:

Accounting for security deposits

In one of my bank accounts there is a transaction that represents the security/key deposit I paid to my landlord for office space. Currently it is listed as a payment for "Office Costs". But is there a better way to deal with deposits? I'm expecting to get it back, so it's money owed by a debtor.

The new bills interface is very handy, and without wanting to introduce too much scope creep I was wondering whether it could be adapted to provide a means for representing money owed which does not relate to invoices - sort of a negative bill.

Roan replied on September 30, 2008 18:58 to the idea "Storage for official company documents" in FreeAgent Central:

Hi James,

Yep, we're planning on introducing a company "filing cabinet" where you can upload any type of document you wish, as well as manage existing expense receipts etc.

I can't give you an exact ETA on this, but it shouldn't be too long.

James Barlow shared an idea in FreeAgent Central on September 30, 2008 18:03:

Storage for official company documents

A quick thought on the new attachment facility. It would be handy to have a place in Free Agent to store documents like copies of the previous year's accounts, company registration documents, minutes of AGMs and the like.

This is not an urgent one, but if there's a way of modding the current upload facility to provide a means of keeping all the official stuff relating to the company in one place then I'd certainly use it.

James Barlow marked one of Olly's replies in FreeAgent Central as useful. Olly replied to the idea "Enhancements to Invoice Emailing".

James Barlow marked one of Olly's replies in FreeAgent Central as useful. Olly replied to the question "Trial Balance - What is the checklist for "complete data"?".

James Barlow replied on September 22, 2008 20:21 to the problem "Duplicate entries appearing in my credit card account" in FreeAgent Central:

I've belatedly noticed a couple of duplicate transactions from an HSBC QIF upload, so I also need to find some way to remove them. Currently I've got them listed as my only two "unexplained transactions".

Is there a fix available?

James Barlow started following the problem "Duplicate entries appearing in my credit card account" in FreeAgent Central.

iammac started following the problem ""Decimalised Time" vs. "Hours and Minutes"" in FreeAgent Central.

richallum replied on August 19, 2008 07:39 to the idea "Enhancements to Invoice Emailing" in FreeAgent Central:

1. works well for me.
2. not an issue for me really
3. workaround bit cumbersome but still there if needed.

thanks

Olly replied on August 19, 2008 07:34 to the idea "Enhancements to Invoice Emailing" in FreeAgent Central:

@James, @rich

Apologies, this question somehow got lost along the way so sorry about that.

1. How about we pre-populate the email message area with the previously sent message text?
2. We'll have a think about adding some HTML support but it's not a high priority right now. Allowing Markdown or Textile in the text area might be an option here.
3. The customisable From: address is a good idea. As a workaround in the interim you can add another user with the email address accounts@... and send the invoice when logged in as that user.

We also plan on adding support for sending to multiple email addresses and also providing auto-complete on the address fields.

richallum replied on August 19, 2008 07:24 to the idea "Enhancements to Invoice Emailing" in FreeAgent Central:

I just added a new topic re your 3rd point above and then found your post - all good ideas.

richallum started following the idea "Enhancements to Invoice Emailing" in FreeAgent Central.