rdevarona's dashboard

rdevarona reported a problem in FreeAgent Central on July 04, 2009 03:54:

ReBill Bug on explaining multiple bank transactions

When using one bank transaction to explain multiple transactions, the ReBill settings are not copied to the similar transactions identified on the statement.

rdevarona started following the question "Why can't I match bank transactions to manual entries?" in FreeAgent Central.

rdevarona started following the question "invoice reminder and thank you emails" in FreeAgent Central.

rdevarona replied on May 05, 2009 13:32 to the question "Is it possible to save a default message for invoice emails?" in FreeAgent Central:

pieved = peeved. Sorry for the ytpo.

rdevarona asked a question in FreeAgent Central on May 05, 2009 13:30:

Is it possible to save a default message for invoice emails?

I find myself having to retype the body of all invoice emails over and over again. It typically reads like this:

---
[contact_first_name],

Attached please find invoice number [reference] dated [invoice_date] in the amount of [amount_due]. This invoice is due [due_date]. If you would like to pay by credit card, please follow this secure link:

[paypal_payment_link]

Don't hesitate to contact me if you have any questions.

Regards,

my signature
---

Is it possible to save this as the default message for all invoices so that I don't have to retype it all the time?

Thanks,

Ray De Varona

rdevarona replied on April 17, 2009 14:36 to the problem "Manual Payments and Importing Bank Statement Conflict" in FreeAgent Central:

Roan,

Thanks for the reply.

When I go to explain the deposit, I have to select the type of transaction it was. If I chose Invoice Receipt, the only options I am presented with in the "Select an Invoice to allocate the money to" are open invoices. It even states "Choose from your sent, unpaid Invoices." directly below the drop down. How would I match this deposit up with a manual entry?

Regards,

Ray

rdevarona reported a problem in FreeAgent Central on April 15, 2009 15:35:

Manual Payments and Importing Bank Statement Conflict

I hope someone can shed some light on this for me, because how I see it, when I accept manual payments, I will eventually create a duplicate when I import the bank statement.

Here's what I'm doing: I go about my business performing work and invoicing customers as usual. When I receive a check in the mail, I go into the corresponding invoice and mark it as paid by adding a manual payment. That way I can track the date the invoice is paid and the invoice is shown in the right state in my list. I may not deposit that check in the bank for a few days or even a week. I also only download my bank statement about once or twice a month. The problem comes when I import a new bank statement after that check was deposited with other checks. I can't associate part of that deposit with the invoice because I already marked that invoice paid. If I did, the account would have two duplicate payments. I don't want to wait until I import the statement to then mark the invoice paid because the status of the account wouldn't be accurate in my dashboard.

How am I supposed to be doing this?

A comment on the question "Can I View/Print a Client's Statement of Account?" in FreeAgent Central:

That's good enough for now. Thanks for the prompt reply. – rdevarona, on March 30, 2009 20:11

rdevarona marked one of Olly's replies in FreeAgent Central as useful. Olly replied to the question "Can I View/Print a Client's Statement of Account?".

rdevarona replied on March 30, 2009 19:56 to the question "Can I View/Print a Client's Statement of Account?" in FreeAgent Central:

Can you suggest any way of providing a client with a summary of what they owe and what they've paid?

rdevarona asked a question in FreeAgent Central on March 30, 2009 19:38:

Can I View/Print a Client's Statement of Account?

Is there any way that I can print a complete statement of a client's account with all invoices, payments and balances for a given date range?

rdevarona replied on February 21, 2009 20:39 to the question "Expanding tasks" in FreeAgent Central:

I second the vote for expanding the tasks functionality. At the very least, I'd like to see the addition of task status (open, in progress, completed). It would also be great to assign deadlines for tasks as well.

rdevarona started following the question "Expanding tasks" in FreeAgent Central.

rdevarona started following the question "Accepting deposits/part payments" in FreeAgent Central.

A comment on the update "A fork in the road (An important announcement about I want Sandy)" in I want Sandy:

One of the great things about Sandy was her "human" touch. In the US, when you fire somebody, it's customary to give them a two week notice. I figured she was fired, so the two weeks was appropriate. – rdevarona, on December 03, 2008 15:44

rdevarona started following the idea "Please Keep I Want Sandy Alive" in Twitter.

rdevarona replied on December 03, 2008 13:54 to the update "A fork in the road (An important announcement about I want Sandy)" in I want Sandy:

This sucks for us!

A comment on the question "Juice does nothing when I drag." in Linkool Labs:

Thijs,

- Go to: http://addon.juiceapp.com/ping.jsp - Shows "OK"
- Ping www.juiceapp.com - 8.12.33.98
- Ping addon.juiceapp.com - 8.12.32.124
- Test text drag & drop in Juice - Still no Magic Joy

rdv – rdevarona, on November 12, 2008 14:09

A comment on the question "Juice does nothing when I drag." in Linkool Labs:

I've got JavaScript enabled and am not using any blocking plugins. – rdevarona, on November 05, 2008 14:21

rdevarona replied on November 04, 2008 16:36 to the question "Juice does nothing when I drag." in Linkool Labs:

Quick update for you... apparently the sombrero dude found out I wasn't happy with him ignoring me and decided to do something. I just realized that I can drag media and Juice responds by storing them in the media view. I can interact with the media (play, copy, etc), but still no joy with highlighted text.