We'd love to hear from you!

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.

Dan-Harris

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

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!

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!

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!

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!

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

Dan-Harris

Hi @CBLHandyman. Thanks for the feature request which I’ll discuss with the team! Whilst the ability to issue a receipt isn’t available yet, you might like to take a look at our Client Statement feature. A Client Statement details all of the invoices and payments made from/to a specific client across a given week, month, or year, or custom date range. So if you set the date range as the date the payment was made, the resulting Client Statement will effectively be a receipt which you can then email to your client. It’s a workaround but it might be useful. Let me know if you need any further info on that!

aneldebruyn

Hello - it would be good to have a sort function on expenses. Currently we have tons of filters, but no way to sort results (low-high amounts, earliest-latest, by name, editable vs non-editable, etc).

Dan-Harris

aneldebruyn Thank you for your feature request 👍️

jd787

Hi @Dan-Harris what would be an extremely handy feature for you to add would be a feature that automatically tells you at any one time how much you can invoice without crossing the VAT threshold. The same way at any one time the software tells me what I can take as a dividend. The alert that tells me my 3 month turnover has exceeded £21,250 isn’t really helpful, especially if you want to maximise your revenue without crossing the threshold.

Currently, each time I invoice I have to export 12 months worth of invoices as an excel file to check the rolling sum and deduct it from £84999 to ensure that my invoices are below the threshold. I imagine a single line of code could make this process fully automated.

As general feedback, I’d say that the classic crunch works really well. Occasionally when I log in I find that Crunch has switched to the Beta layout and I immediately find myself switch back as it’s not as clear and easy to navigate.

Dan-Harris

jd787 This is a great idea and we can see how this would be useful for other clients in similar situations. Thanks for sharing it - we’ll take this away and discuss.

amy

In Beta mode, in Invoices page there is no way to record client payment.
The only option in Beta appears to be to go into Client Payment > New Client Payment which opens an empty template and is much more time-consuming and prone to mistakes - it would be much better to have the ability to click one button next to the relevant invoice so it auto-fills details, like you can do in Classic mode. It also negates any potential benefit of Beta mode by not having this essential function, as I always have to switch it back to Classic mode.

Also - the ability to add filters in Beta mode Invoices so you can find older invoices more easily.

Dan-Harris

Hi amy. Thank you for your message! I’m pleased to let you know this is already possible and our dedicated Help article explains how. Method Two is what you’re currently doing, whereas Method One is the quicker, desired journey.

AlexHargreaves

Is there a way you could please add a 50% VAT rate. I have a leased company car, which i use for personal as well as professional use. As such I am only able to reclaim 50% of the VAT on the cost.

At the moment processing this needs a workaround - where i have to put half of the cost though at a standard rate VAT and half with xero VAT - which is just stupid.

So please can you add a 50% option for VAT when logging expenses? It can’t be too difficult to do as you already have multiple options in that menu.

Cheers,

Alex

Dan-Harris

Hi AlexHargreaves. Thanks very much for getting in touch.

I’ve run this past our Accounting team to get some pointers from them.

For a limited company (which is separate from the individual director), the company either owns the car or it doesn’t - there’s no middle ground. So, if a car was purchased in the personal name of the director, the director cannot claim 50% of the VAT. They simply have to claim the business miles they do in their personal vehicle.

I would recommend you get in touch to discuss your options in more detail with one of our accountants who will be very happy to assist.

amy

Hi Dan-Harris thank for your reply - I had not spotted the “Add a Payment” button down the bottom so that solves that one!

Follow-up request - if a client pays multiple invoices with one payment, in Classic mode it is possible to record all these from one page (ie input the total payment then allocate amounts to correct invoices from list) - is this possible in Beta mode? This feature is very useful in Classic mode as it speeds up both adding payments and bank reconciliation, and reduces likelihood of mistakes.

And how about my second request above - adding search filters to invoice list in beta mode, to quickly find the invoice you’re looking for?
Thanks

LPM1985

The new bank reconciliation is terrible compared to the classic. Please never turn that off. They new way is clunky and way less efficient!

Dan-Harris

Hi LPM1985 Thanks very much for your feedback on our bank reconciliation tool. As a Product team we discuss all feedback - whether it’s ideas, suggestions, or feature requests.

We’re confident that the approach we’ve taken is an improvement on the ‘Classic’ bank reconciliation view, and the majority of feedback we’ve received since the new bank reconciliation tool was released in spring 2020 confirms this. Before we released it we put it through a program of usability testing with a subset of clients, the outcome of which was very positive.

However, we acknowledge that it’s impossible to create something that’s universally liked, and when every client’s setup is different. But we’ve tried hard to create a clean, fast interface that works for all.

That being said, what you’re seeing now is by no means the final product. Our software is constantly evolving based on the feedback from our clients, and we have some further improvements to the bank reconciliation tool in the pipeline.

All the best,
Dan

AlexHargreaves

Hi Dan,

I don’t own the car, in my own personal name or my companies name, my company is leasing the car.

I have discussed all of this with one of the accountants already - a guy named Tom - he is the one who suggested I ask you for a 50% VAT option in the drop down when I companied about his work around (registering 2 expenses, one at 100% VAT and another at 0% VAT) being clunky.

Alex

Dan-Harris

Hi amy Firstly, apologies for the delay in replying to you.

Unfortunately it’s not currently possible to allocate a single payment to multiple invoices in Beta view.

Filters are on our roadmap 🙂

All the best,
Dan

Marcinus

Hello there,

Reconciling bank transactions can be a tedious task.

A great feature would be to AUTOMATICALLY MATCH expenses to correct companies and expense categories, either by previous selection or by rules.

Rules could work similar to Gmail filters, e.g. an expense which contains “Facebook” match to X and Y.

What do you think? That would be a massive time saver.

Dan-Harris

Marcinus I think automatic bank reconciliation is a brilliant idea that would save a lot of time. Thank you for the suggestion which I’ll take to the team.

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