We'd love to hear from you!

Dan-Harris

Hi, everyone! I’m Product Lead here at Crunch, so it’s my job to make sure the software does the things you need it to do. If you have a great idea for a new feature, we’d love to hear from you!

CAHArno

Dan-Harris
Hi there
Is there a way i can download my expenses as an xls zip like I can with my sales invoices. I want to be able to predict my tax bill with this data.

Thanks.

Chloe

joelpwright

Dan-Harris I’ve loved seeing what you guys are offering and would love to switch from my current accounting software over as Crunch seems to offer everything i need to further my business. Sadly you don’t currently offer a way to import historic transactions and clients. This would be great as then I can have all my business accounts in one place and not split across 2 softwares.

CBLHandyman

@"Dan

Dan-Harris -Harris"#p114 Id like the ability to quickly and easily provide customers with a receipt for any payment they make against an invoice. Currently there doesn’t appear ro be a way to do this within the software. Thanks

Sophia

Dan-Harris On classic it is possible to search/invoice by client. This is a deal breaker for me and one of the reasons I haven’t moved to Beta. Will you be adding this feature?

TeaKayB

I'd like to be able to set up standard costlines for invoicing, so that I can select from a list of standard things I charge for rather than typing the same thing in every time. This would help to keep things consistent. Eventually it would be good to be able to single out these costlines so that I can see how much I'm making from each "product" individually.

Dan-Harris

Hi TeaKayB! Thanks very much for your feature request. That's a great idea! I'm pleased to let you know that we're currently rebuilding the entire Invoicing area of the software, so I've shared this idea with the team as something to explore further. I've also added this as an idea on our software development roadmap. Feel free to give it a vote! Thanks again.

TeaKayB

Voted! Thank you :-)

JP-ADC

Hiya - I’ve just been wondering where the bulk of our company expenses are going, so have gone to the expenses section, and filtered to a particularly high month. Now I want to download the results so I can interrogated them in Excel, but I can’t find a download button.

Am I missing it, or does it not yet exist? And if it doesn’t, please can you add it! Thank you!

Dan-Harris

Hi JP-ADC. Apologies for the delayed response. Exporting your expenses data for specific date range is possible - just follow the steps in this help article. Thanks!

Cc0

Hey Dan, I would like to see the uploaded statements page updated, the Bank feed on my accounts frequently miss entries so I have to manually cross check them with my statements as I can’t trust what is imported and then I have to email support to fix missing entries. The Export To XLS button doesn’t work and is permanently greyed out so I am forced to use the web interface which makes the process a really frustrating experience, having to click each rows button ‘Options->View Entries’ which then loads a new page and then clicking ‘Back to list’ button means I constantly lose my place and what should be a quick process turns in to a lengthy process. I can think of a few options that could make this easier for people.

Enable the Export to XLS button for bank feed uploads
An alternative web view that just lists all statement entries in a table with out grouping them in rows by upload date, instead it could display 10, 25, 50 or 100 entries at a time on the same page regardless of when they were uploaded and list them in order of statement entry date.
Change all page number links and View Entries buttons to not use JavaScript links and use traditional html <a> tag links, this would allow people to use the ‘Open In New Tab’ option that browsers support, which would mean I could open multiple tabs for the different statement entry pages making it easier keep track of where I am when cross checking them.

I guess if point 1 was changed then point 2 and 3 wouldn’t be needed but they could still be a good back up options.

Thanks

Dan-Harris

Hi Cc0. Thank you very much for your feature requests and suggestions, and please accept my apologies for the delayed response.

The underlying issue here appears to be your bank feed missing entries. This shouldn’t be happening but I would encourage you to raise this with your client manager the next time this happens, as we can then pick up with TrueLayer, our Open Banking provider. You may also be interested to know that we’re currently exploring the possibility of more frequent imports with no delay on the transactions imposed,

We also provide an unreconciled statement entries page which lists all unreconciled bank transactions across all accounts - this might be useful for the use case you’ve summarised.

I hope this helps. Thanks again!

laith

Hi there,

The new Beta view for the reconciliation is downgrading the user experience, usually I can see the list of new transactions that got imported as a whole, and I can verify the banking feed has imported the correct transactions and the proceed to reconcile, if the banking feed missed out a couple of transactions (which frustratingly happens a lot of times, not sure if it’s from your side, the bank or the TrueLayer API), I don’t reconcile and contact Crunch support and I send them pdf + csv file of the missing transactions, so they dont need to undo any false reconciliation.

However right now, I can only see one transaction at a time, where I can’t verify that the whole list got imported, and I will be doing reconciliation one by one and if I find out something is missing, crunch staff have to do extra work to undo what I did.

I am a software engineer so I understand what you are trying to do, minimally it will solve a lot of headache if you can populate the reconciliation to-do list that we don’t need to interact with, and still keep the reconciliation of one item at a time.

I hope this makes sense, please get in contact if you need further information, we can pair together on the problem 🙂

Kind regards,
Laith

Dan-Harris

Hi laith. Thank you for your message and apologies for the delayed response. We know you’re not the only Crunch client who prefers being able to see a full list of transactions available for reconciliation, so we’re currently exploring the idea of providing a version of the new bank reconciliation tool which does just that. More to follow on this.

stuartttb

Hi, I have several closed business bank and credit card accounts. Some have been closed for nearly 6 years. They should be in a separate section such as an archive as it’s just extra cognitive load having to scroll through the pages with them on. Also, they shouldn’t appear in drop downs etc.
Reconciliation reminder emails should really say what account needs reconciling rather than a generic message. I’m pretty sure they’re being generated for these closed accounts.
Thanks.

Dan-Harris

Hi stuartttb. Thanks for the message and apologies for the delayed response. We do plan to provide the ability to archive bank accounts and credit cards and will get to this as soon as we can!

sophied101

It would be really helpful if there was a running total at the top of the sales page in the same way as is on the expenses page.

Dan-Harris

Hi CAHArno. Thanks for the message and apologies for the delayed response. Yes, this is absolutely possible. This help article explains how. Good luck!

DarrenF

Hi, from one of our developer clients:

"Why do I have to login every time I visit the site? I want a “remember me” checkbox, I know when not to tick it."

Possible or do we prefer more security?

Thanks,

CBLHandyman

Hi, As a new paid Sole Trader member of Crunch I am really disappointed to see that there is no overview of income and expenditure. As a very new business I have no way to see at a glance whether I am actually making a profit or loss based on what I am spending on new tools and materials versus the value of the income from paid invoices. I am currently having to tot up everything recorded in Crunch and do all the work myself in a separate spreadsheet. Not sure the monthly subscription to Crunch is worth this hassle when many other accounting software providers appear to offer this feature. Is this something you can consider in your development roadmap maybe?

Dan-Harris

Hi CBLHandyman. Thanks for your message! This is absolutely a feature we’d like to introduce. In the meantime you may wish to consider exploring our free integration with Brixx.

Dan-Harris

Thanks for the kind words joelpwright, and for the feature request.

Swanny

Hi Dan, can we please have a way to add a non-recurring bill that will be paid in the future? E.g. I get an invoice from a supplier for equipment hire, and I’m going to pay them at the end of their invoice term, in this case two weeks. Right now I can only add the expense when I’m paying it. I moved from FreeAgent where this sort of thing was basic - you put in the bill and got reminders when it was due and it worked very well.

I spoke to the chat bot who told me it’s not possible and sent me to the integration with Brixx. I understand they can log things like bills to help with cashflow forecasting but I’d rather just have the “hard” info directly in Crunch.

Dan-Harris

Thank you for the excellent feature request Swanny which I’ll discuss with the team. In the meantime, have you considered adding a recurring expense which ends after just one occurrence? It’s a workaround but it might tick the box for you.

Dan1

Be able to download an invoice from the invoice screen, without having to click into it. Even if the button is on the three dots.

Dan1

This was on the beta and has been removed…

When reconciling, you select a client to match to and it used to display the invoices available for that client before clicking match which was super helpful.

Dan-Harris

Absolutely Dan1 - this is where we fully intend to get to with the new bank reconciliation tool. Recently we’ve been expanding support for other payment types to be created within the tool (so you’re not navigated away mid-reconciliation) but we do plan to provide the ability to select from a list of existing invoices available for a client, or a list of existing expenses available for a supplier.

davidbarrow

Hello, could the invoices screen on ‘sales’ also display the VAT value where relevant?

This would be incredibly helpful with understanding incomings and future outgoings.

Dan-Harris

Thanks for the suggestion davidbarrow - I’ll discuss with the Product team 😀

JT1

Hi, it seems the “recurring payment” function is rather useless - to the point I was advised by a Crunch adviser not to use it as, if a payment scheduled to come out during a weekend or BH ends up being paid the next business day, it will then create a duplicate payment.

May I please request that this gets fixed so this very useful feature can actually save time rather than create more work?

Thank you

Dan-Harris

Hi JT1. Thanks for the message. A recurring expense which falls on the weekend or a bank holiday should not create duplicate expenses. If this is happening please let your client manager know so that this can be investigated further. In the meantime, here’s our dedicated help article on creating recurring expenses.

sophied101

A running total of sales at the top of the page (like there is at the top of the expenses page) please

Dan-Harris

Thanks sophied101. This is on our development roadmap.

molzog

I’d like to be able to gather client info with a simple form that they can complete.

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