Suggest a new Idea

  • 13

    GP needs VAT electronic filing to be compliant with Making Tax Digital initiative

    Suggested by Terry HeleyNew 1
    Category: Financials - Other

    The UK Governments Making Tax Digital initiative has started to be piloted and will be in affect within a year.

    More info on the initiative;

    https://www.gov.uk/government/publications/making-tax-digital/overview-of-making-tax-digital
  • 7

    Document Attach - Bank Transaction windows

    Suggested by New 6
    Category: Financials - Other

    Please add Document Attach to Bank Transaction Entry and Bank Deposit Entry.
  • 5

    Read Year field when defaulting First/Last Day dates in Fiscal Periods Setup window

    Suggested by Dawn PrigmoreNew 0
    Category: Financials - Other

    When creating a new year in the Fiscal Periods Setup window, the system assumes the next year when defaulting the First Day/Last Day dates.  If a client is adding history after going live, they may need to add historical years.  Suggested update:  read the year field to decide what First Day/Last Day to default.

  • 4

    Rule-Off Date in SafePay File

    Suggested by Roderick McCallNew 0
    Category: Financials - Other

    In the SafePay file there is no field to include a  'Rule-Off Date'. The only way to populate a date to show end of the current month is to set that field as TEXT and hard-code in the appropriate month-end date.  This would require this client to manually update that 'Rule-Off Date' at the start of each month.


    Having this functionality available in the SafePay file as a date option would be more efficient than manually having to change the file before sending to the bank. The 'Rule-Off Date' was required by the bank.

  • 2

    security around bank to prevent duplicate checks

    Suggested by Laura PetrarcaNew 0
    Category: Financials - Other

    Right now you can prevent duplicate checks in AP but you can't prevent duplicate checks between AP and Misc checks. I would like to see no duplicate checks by bank account so it would include both Misc and AP checks.
  • 2

    Ability to handle regional settings of dd/MM/yyyy when using Date Effective Tax Rates

    Suggested by Terry HeleyNew 0
    Category: Financials - Other

    There is a workaround to change your regional settings so that is easy, but at times when you are using date effective tax rates and a regional setting of dd/MM/yyyy
    You will be prompted with this message based on dates entered.
    This change will affect current tax calculations. Do you want to recalculate taxes? ‘Recalculate’ and ‘cancel’