Simon Green's dashboard

Simon Green replied on December 21, 2009 11:19 to the idea "Full PayPal integration needed" in Clear Books:

Hi Paul,

Yeah it is payments pro we would use to do the integration. If you could do an integration your end that would be such a time saver, for many others as well as me I'm sure!

We will probably be doing our own but I doubt we'll be doing the charges as well just automated invoices.

A comment on the question "I have a couple of questions...." in Clear Books:

Settings>Toggle Features>Beta Tester>Yes – Simon Green, on December 19, 2009 23:01

Simon Green replied to "I have a couple of questions....", but it was removed. see the change log

Simon Green asked a question in Clear Books on December 19, 2009 22:53:

How to record a deposit?

If I take, for example, a booking deposit from a customer, how should I record this? I've been taking payments and recording them but not allocating, leaving as an unallocated payment. Is this the best way at the moment?

A comment on the problem "Importing HSBC .qif file fails." in Clear Books:

Thanks sorted :) – Simon Green, on December 19, 2009 22:50

Simon Green marked one of Tim's replies in Clear Books as useful. Tim replied to the problem "Importing HSBC .qif file fails.".

Simon Green started following the problem "Importing HSBC .qif file fails." in Clear Books.

Simon Green replied on December 19, 2009 22:49 to the idea "Paypal link on pdf for payment" in Clear Books:

You can already do this, see:
http://www.clearbooks.co.uk/blog/2009...
Although the payment is not yet automagically inserted and assigned to the appropriate invoice, neither are fee's accounted for:
http://getsatisfaction.com/clearbooks...

Simon Green replied on December 19, 2009 22:47 to the question "I have a couple of questions...." in Clear Books:

Correct me if I'm wrong but I believe ClearBooks only officially works with GBP as the main currency at the moment, but as a Beta Tester you can now enable multi-currency and then choose a different currency for bank accounts:
http://screencast.com/t/M2VkMmVj

Also the VAT schemes etc will all be entirely wrong.

And no, it doesn't work form my iphone anyway and thats about as good as a mobile browser gets!

Simon Green started following the idea "Show when invoice has been opened by customer" in Clear Books.

Simon Green replied on December 19, 2009 22:41 to the question "Allocating Expenses" in Clear Books:

You review/accept an expense by choosing the employees name to list in the drop down on the expenses page and then checking the expenses to approve and hitting approve. They then become purchase invoices

Simon Green replied on December 19, 2009 22:38 to the question "What is the next step once an expense has been approved?" in Clear Books:

Just pay them the money usually, this isn't normally done through paypal. Each expense is a purchase invoice so you can either do a quick payment against each one or do one big payment and have clearbooks automagically allocate it against all the outstanding pi's

Simon Green shared an idea in Clear Books on December 19, 2009 22:35:

Full PayPal integration needed

For every order there are 4 transactions to account for:
Initial sales invoice to customer
Payment received from customer
Purchase invoice for transaction fee
Payment for transaction fee

If I take 250 orders paying by credit card (We use PayPal Virtual Terminal) or directly via PayPal, that would be 1000 transactions needing to be entered.

And this isn't a fault of ClearBooks', it's just how PayPal works!

I think if you want to make this really an easy account package, and market to small business and start-ups, your going to need to write some kind of full integration for this. It would definitely give you a bigger USP!

We are considering integrating ClearBooks, PayPal and SugarCRM all together through our website to automate some more because it's going to be unmanageable otherwise!

Simon Green replied to "how to deal with paypal charges...", but it was removed. see the change log

Simon Green started following the question "how to deal with paypal charges..." in Clear Books.

Simon Green reported a problem in Clear Books on December 19, 2009 18:16:

Purchase Invoice broken in IE8

The expenses form/purchase invoice does not work in IE8, and if you put it in compatibility mode it makes the form fields all strange sizes, seems to override the CSS. This is probabaly the same in other parts of the site but I've only used IE8 on that page.

Simon Green reported a problem in Clear Books on December 19, 2009 18:14:

Manage money (transfer) screen has huge fonts since the new skin

Looks like a css problem

Simon Green reported a problem in Clear Books on December 18, 2009 19:44:

Quote terms broken

You can't adjust the terms in a quote, it's always going back to 30 days after saving

Simon Green started following the question "Can I have a bank account with 0 debit card holders?" in Clear Books.

Simon Green reported a problem in Clear Books on December 02, 2009 21:53:

Missing an account on an expense now wipes all the entries

It's great that you can now just keep clicking add rather than specifying how many lines there should be. However if you miss an account or similar while completing a line and hit submit, it now gets rid of all the lines except the first. Annoying!