We'd love to hear from you!

DominicG

It would save a significant amount of time if it was possible to view the details of an invoice that has been submitted. It is possible to download a PDF copy - which is useful, but when I am searching for a part invoiced order, it would be good to confirm what has been supplied quickly, even the invoice references would help.
Or even better for me add a Sales Order system, so that we can then create a partial invoice against an order!

dp001

Please can you include in the Sale Dashboard a feature to see invoices in the year to date, includingand excluding VAT, instead of just a graph which tells me little. Thank you.

gtmtech

A couple of pages I find hard to reach / forget where they are:

The director loan account seems to only be accessible by clicking on the current owed/owing value on the dashboard of the Pay Yourself page. I think it would be useful if the director loan account had its own submenu for ease of access.

Also a nice little enhancement might be to colour any entries in the DLA in red where they go above the £10k threshold to make it easy to understand

LPM1985

When are you planning to remove to ‘classic’ format of reconciled entries? The new version is far worse than the original and it concerns me that this feature would be pulled in the distant future

hhml

It would useful if you could ‘hide’ or ‘archive’ old suppliers. Unfortunately you cannot currently delete suppliers that are no longer used. I have a large list that I would like to trim down.

unifytech

Having the ability to add/remove columns from the invoice grid would be extremely useful. PO Number for example would be really useful to have.

Loz1980

I operate with a lot of other business in a B2B style manner. It would be helpful for me to be able to supply them with a remittance advise (branded) so that when they invoice me, I can record it in crunch (as an expense) and then generate a remittance which I can send to them. (In a similar way that I generate an invoice and I can download it to send to my clients).

IMS

When issuing quotes/estimates it would be very useful if the client reference, PO number and invoice note fields could be included as they are when issuing the draft as an invoice.

Charl

Dan-Harris Hey Dan, I have a idea for a feature. On the expenses tab I can filter the type of expenses and to whom money was sent; However, on the sales tab there is no such feature.

Wouldn’t it be great to be able to filter things like a summary of all invoices for a specific client/customer, with totals tallied. Also, even showing a summary of just invoices that are overdue (not having to go to “Classic” mode)

Let me know what you think and if we can add this on

Kylie_Fowler

Hi, I’ve just had to raise a credit note for a refund that was automatically issued by Stripe.

The credit note screen asks for only the net amount for the credit note, but of course Stripe issued the gross amount to the customer. I had to contact customer support to ask them what the net amount should be as I couldn’t work it out.

Could you provide the ability to refund either the net or the gross amount so it’s easier for me to raise credit notes.

It’s annoying for me, but it also generated some failure demand for you support teams, so this would be a win all round.

Thanks, Kylie

Kylie_Fowler

Dan-Harris I’d like to see operating and net profit figures on the dashboard, by month and by year. This was actually a reply to another thread, supporting it.

Thanks, Kylie.

Samuel

Hello, I’d like to have an easy way to handle the accounting for work done inside IR35. The employee NICs/tax are deducted at source by the client, meaning that the invoice value and payment value don’t match. Currently, I have to ask Crunch staff to manually adjust the accounts and make the relevant tax/NIC inputs to address this. Thanks

TheEdge

I work with an umbrella co which self-generates PDF invoices on behalf of my service company (and it is my only client). I spend about half a day each month replicating each of these pdf invoices in Crunch as invoices from my company.

Two questions:

Can I ask the umbrella company to provide the invoices in some kind of “load format” so I can simply upload them to Crunch without having to enter them manually?
Can Crunch take the data from each PDF invoice and simply replicate the data from that PDF as an invoice in Crunch?

IMS

We are struggling with the invoice description lines as the number of characters is so limited. Please can this be changed?

JDG

Feature Request: Ability to use the Free Plan to export reports needed to file Self-assessment yourself. Such as Bank Reconciliation Statement and Self-Assessment summary. These are hidden behind a paywall but you only discover this once you’ve imported all the data and are ready to proceed. What good is a free plan that doesn’t allow you access to the data so you can file Self-Assessment yourself? I understand the prompt to pay Crunch to file for me but I’d expected to be able to use the software to prepare the data so I can file myself.

For example, I’ve imported my banking feed and reconciled all data. I’ve also added invoices and allocated all the payments. I now need to produce a Bank Reconciliation Statement and Self-Assessment Summary. Where is the function to do this on the free plan? When I go to start my summary I’m prompted to pay. I don’t wish to pay you to file self-assessment for me. I just need the Bank Reconciliation Statement and other reports. If you’re forced to pay for self-assessment before you can access this data then you can’t use the data you’ve input to file self-assessment.

So I’d like the facility to access these reports on the free plan. Or at least to find this out before I input my data. And when I attempt to contact customer service to not receive a message that you don’t allow support from your human team on the free plan. Because wow.

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