It would be great to have desktop access to my account rather than just the app.
Forward copy of invoice(s) to my email address only
Currently I can’t forward a copy of a generated invoice to my email address without also sending a copy to the customer. It would be nice to have the ability to forward an invoice or all invoices (in bulk) to my email address, without also re-sending them to the customer.
Integrate with cloud accounting software
Requests from people who are requesting QuickBooks, Xero, Sage or FreeAgent intergration.
Uploading own invoices as PDF
I like the format and layout of my invoices, as a marketing and design agency, presentation is key. As such, I'd like to stick with my current format. Is there any way I can upload my invoices (as PDFs) and type in the amounts and link to a business, to get full usage of the app invoicing, payment + all CountingUp features. I think some of your competitors may be doing this and this may be a deal breaker for me ultimately, as I'm sure it will be for others. Thank you.
Add more defined categories
eg Postage, stationery, accommodation, training, insurance. 'Essential costs' is too vague and undefined.
Send invoice from own email address
Some companies reply to emails they are sent containing an invoice, but we cannot currently receive these emails. Also, some companies ignore emails from unknown addresses. Provide the ability to send invoices from our own email address (this might require changes to the DNS SPF TXT entry for the email address' domain to prevent it being handled as spam)
Full extract/details/access for my Accountant
The monthly CSV file is little more than a summary of transactions with none of the notes or attachments included, in fact I note that where you categorise the lines on a Bill differentky, you don't get any category on the extract. This meanst he app does not save me accounting team when dealing with my accountant as I have to either add all the notes back in before sending her the CSV file or spend time working through it with her. Really need you guys to give us a way to share all the data in CountingUp with our Accountant through a more complete extract file or maybe even an additional access to the account that is read only?