richallum'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

richallum marked one of Olly's replies in FreeAgent Central as useful. Olly replied to the question "Locked bills won't show attachments".

A comment on the question "registered office address" in FreeAgent Central:

Thanks Olly – richallum, on November 07, 2008 15:01

Olly replied on November 07, 2008 09:16 to the question "registered office address" in FreeAgent Central:

Hi Rich

We'll have a chat about how best to accomodate this in FreeAgent...

Olly replied on November 07, 2008 09:13 to the question "Invoicing - global sequencing" in FreeAgent Central:

Whisky

Getting a solution which is simple and also works for everyone is rather tricky.

The only option I can see -- without resorting to using macros in references -- for supporting your specific numbering scheme would be to allow you to explicitly define a suffix in your settings which gets stored with each invoice separate to the reference, but is displayed as if it was part of the reference itself in the GUI and on your invoices. As you might imagine this is more than a small change and adds another level of complexity to our invoice numbering.

Whilst I don't want to rule it out completely, I don't think we'll be able to support this in the short term, unless of course it becomes our number one most requested feature!

Olly replied on November 07, 2008 09:04 to the idea "Invoice Numbering" in FreeAgent Central:

Whisky, I've replied on the other thread

Olly replied on November 07, 2008 08:59 to the question "Locked bills won't show attachments" in FreeAgent Central:

Hi Rich

This is an issue we're aware of and will be fixing by the next release. We've just fixed a similar issue with locked expenses, and we're also aware that the same problem exists for bank transactions.

Sorry for the inconvenience in the meantime.

richallum asked a question in FreeAgent Central on November 06, 2008 21:36:

Locked bills won't show attachments

I set up a bill and attach a copy of the invoice from my supplier. I pay the bill. Now it is locked and I can't open the attached file. Is this right?

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?

richallum replied on November 06, 2008 08:45 to the question "registered office address" in FreeAgent Central:

Thanks Stuart. FreeAgent doesn't do this so it would appear that if trading address is not the same as registered office my invoices are not compliant! Can anyone from Free Agent comment on any plans to help with this.

Stuart Jones replied on November 06, 2008 06:31 to the question "registered office address" in FreeAgent Central:

Yes - see below.

A company must display its name:

* at its registered office and at the place where it keeps its company records for inspection. From 1 October 2008 this requirement will not apply to a dormant company if it has at all times since its incorporation been dormant i.e. it has “no significant accounting transactions” during a financial year or entries in the company's accounting records. Please refer to our Dormant Companies’ guidance at www.companieshouse.gov.uk;
* at any other place at which it carries on business. From 1 October 2008 this requirement will not apply if the location is used primarily for living accommodation, for example, if it is the director’s home;
* on all its business correspondence and documentation (in hard copy, electronic or any other form), including:
- the company's business letters and order forms;
- bills of exchange, promissory notes, endorsements, cheques and orders for money or goods purporting to be signed by, or on behalf of, the company;
- bills of parcels, invoices , receipts and letters of credit; and
- its websites.

Please refer to The Companies (Trading Disclosure) Regulations 2008 (Statutory Instrument 2008/495).

richallum replied on November 05, 2008 19:52 to the question "registered office address" in FreeAgent Central:

I have been told that it is now a legal requirement to show the registered office address on invoices. Can anyone confirm if this is the case.

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 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

aswl replied on November 04, 2008 03:40 to the question "FAC sync with iPhone?" in FreeAgent Central:

I would be very happy just to have pages optimised for the iPhone.
I also use Backpack ( http://www.backpackit.com/ ) and some clever person came up with iBackpack ( http://violetpixel.com/ibp/ ). Something like that would do it for me.

jabbajon replied on November 03, 2008 23:08 to the question "FAC sync with iPhone?" in FreeAgent Central:

An iphone compatible web app would be wonderful. Thanks