richallum's dashboard

richallum asked a question in FreeAgent Central on February 14, 2009 11:21:

Tax and NI on director's loan

Will FA work out the tax & NI due on a loan to a director if it is classified as a 'Payment from Director Loan Account'?

Also, when it is repaid, how do I enter it?

richallum replied on February 13, 2009 08:03 to the question "Viewing invoices on new site" in FreeAgent Central:

FF 3 on XP. IT only does it for draft invoices - all mine are also recurring if that makes any different.

richallum asked a question in FreeAgent Central on February 12, 2009 22:48:

Viewing invoices on new site

First of all, new site looks and works great. When viewing an invoice there is quite a large white space below the invoice number and the start of the invoice. I@m sure it never used to be this way?

richallum started following the question "Travel Expense VAT" in FreeAgent Central.

richallum started following the idea "Rolling Average of Sales+Profit" in FreeAgent Central.

richallum started following the idea "Remittance Advice for Bills" in FreeAgent Central.

richallum replied on February 02, 2009 13:54 to the question "How do you re-order invoice items?" in FreeAgent Central:

Would like to see this feature too.

richallum replied on January 23, 2009 15:18 to the question "Adding payment to draft invoice" in FreeAgent Central:

being able to have a 'credit' position in the system for a client would be great. I used this in another system for this purpose and it worked well. basically, I get lots of retainers coming in on the 1st of each month and I want to reconcile them in the bank statement. I then want to be able to allocate them as part payment of invoices prepared at the end of each month (as I described above).

Your Deposits & Retainers idea would work a treat. Released on Monday then......

richallum replied on January 21, 2009 15:34 to the question "How to do credit notes on Freeagent" in FreeAgent Central:

Thanks. I had a play on the demo site with this and like the way it turns the invoice into a credit note and has a knock on effect on the accounts by reducing sales.

richallum replied on January 21, 2009 14:28 to the question "How to do credit notes on Freeagent" in FreeAgent Central:

How impact does this have on the accounting function?

richallum asked a question in FreeAgent Central on January 19, 2009 13:59:

Adding payment to draft invoice

I create my invoices on the 1st of each month which initially show a retainer due. I then add items throughout the month for extra work I do. At the end of each month I change the invoice date to 30th. I can then mark the invoice as sent and can then add a payment in respect of the retainer receievd on the 1st leaving a residual amount owing on the invoice.

The downside to this is that I can only add the payment at the end of the month once I have marked it as sent. It would be easier for me if I could add a payment receievd to a draft invoice and reconcile my bank account throughout the month.

richallum replied on January 08, 2009 21:34 to the question "How do I print a payslip (salary advice)?" in FreeAgent Central:

Didn't know the payslip function was there like that - nice. Couldn't find it at first as I was scrolling over the rows for each month but it is only the date that is linked.

richallum replied on January 08, 2009 21:29 to the idea "Company Registration Label" in FreeAgent Central:

It's mandatory here too as is the registered office address. The team are aware of it and hopefully they can do something soon.

richallum started following the idea "Invoice List With Ex-VAT Amounts" in FreeAgent Central.

richallum replied on January 05, 2009 21:41 to the question "Bank account details wont update past Oct 08 with new Abbey electronic statements" in FreeAgent Central:

Abbey's new banking website - ARGHHHH!

richallum replied on January 05, 2009 21:40 to the problem "Self-assessment form needs fixing" in FreeAgent Central:

I have got a similar issue. I have dividends from the company using Freeagent, dividends from another company and self employed income and would like to have them all on the same screen.

richallum started following the problem "Self-assessment form needs fixing" in FreeAgent Central.

richallum replied on January 05, 2009 09:37 to the question "Notes space in client screen" in FreeAgent Central:

Ed,

A single field will do nicely.

richallum shared an idea in FreeAgent Central on January 01, 2009 09:24:

Contact detail codes on new invoice screen

The recent addition of the contact first and last name fields to invoice emails is good and it would be really useful if the field codes are shown on the new invoice as well as the screen to send an existing invoice.

richallum asked a question in FreeAgent Central on December 31, 2008 20:28:

Notes space in client screen

It would be really useful if we could add free form notes in each contact screen. Just some simple reminders to remind me of a few things.