We'd love to hear from you!

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.

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

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.

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.

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.

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.

« Previous Page Next Page »

If you're a small business owner who loves what they do, there's no better partner than Crunch. We help over 10,000 small business owners from across the UK manage their finances and grow their business. Learn more →

This forum is provided by Crunch. Crunch takes no responsibility and accepts no liability for any content submitted by users of this forum. Terms of Use →