The ability to move money to individual ‘pots’ exactly like what the starling bank does. This would give us better control in real tome of money we can put aside for paying merchants, saving money for tax etc.
Add ability to duplicate Invoice Item
My invoices usually contain lots of the same item with slight adjustments, please can we be able to duplicate an item in an invoice?
Add more defined categories
eg Postage, stationery, accommodation, training, insurance. 'Essential costs' is too vague and undefined.
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?
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)
Help switching to Countingup
Help bring previous transactions from an existing bank account and/or accountancy software into Countingup, at least for the tax year when you are making the switch. This may involve transfer of relevant bank balance amount. This is so the business' balance, Profit & Loss and any taxes due calculations are not disjointed between Countingup and the previous ways of doing things.
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.