You will be able to access your financial business data securely from your desktop or laptop
Payment search feature
Hello. We need a payment search feature adding to the account. It’s a complete pain trawling through past payments to pinpoint a single transaction when required.
Attach a PDF (of the quote) to the invoice
We usually invoice based on a quote so it would be nice to be able to attach the quote to the invoice for reference
Receipt attachments as PDFs
Most invoices received are in PDF format, be great to not have to export all these to JPG/PNGs pre-upload.
Add more defined categories
eg Postage, stationery, accommodation, training, insurance. 'Essential costs' is too vague and undefined.
Add Multiple Accountants
It would be great if we have the option to add multiple accountants, as each has their own specific role. It's inconvenient that I have to remove one accountant should said accountant need access.
Hello, I am writing to you in connection with one of my payments. I should have received £ 659 but I haven't received it yet.
Additional Card Holders
Please can you work towards additional card holders to be added to an account? We are two company directors who live at opposite ends of the country and we need a card each!!!