Welcome to our official feedback forum. Do you have an idea? Do you recognize a good idea when you see one? We want to hear from you!
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193 votes
Bank statement automatic download from the bank
Intuit Online can automatically download my bank statement, could Clarity Accounting do the same thing?
This has to be implemented and tested on a bank by bank basis and will only work for banks which support direct download into Quicken or MS Money. If your bank supports this direct download feature, and you'd be willing to help us test the software with your bank, please let us know.
- dobesv -
132 votes
Add a budget feature
Allow users to create a budget, and then income and expenses can be tied to the budget line items so that useful reports can be generated (budget report, ytd spending vs. budget, etc.).
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120 votes
Support Quickbooks importing started
Allow people who are currently using quickbooks to automatically import their data
We've started on this one but it may take a while. Thank you for your patience.
- dobesv -
92 votes
Fully customizable invoice layout started
Maybe using XHTML/CSS, or a custom editor for the invoice layout.
You can now add instructions to an invoice by going to your business profile and entering them into the "Invoice Instructions" field. They will be included on every invoice below the memo. This could be where you put your "make payable to" or bank deposit information. CSS/XHTML templates are in beta now too, read more here: https://www.clarityaccounting.com/help/index.php/2009/05/04/customize-layout-appearance-invoices/
- dobesv -
74 votes
Recurring Expenses planned
Allow users to create recurring expenses (e.g. for a fixed cost expense that happens every month, like a subscription).
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53 votes
Print cheques / check printing planned
Called cheques in some places, and checks elsewhere, allow users to print the date, recipient, and amount onto pre-printed MICR check stock to save the trouble of hand-writing this information onto a standard cheque. Since businesses often want multiple copies of each check, one to issue and one... more
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45 votes
Offer inventory tracking
Offer a basic inventory tracking system
Thank you for your suggestion, currently we do not have this feature in our development pipeline since our development schedule is largely due to our most popular feature requests. But feel free to rally your small business friends who need inventory to vote this feature up the list :)
- maychu -
45 votes
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43 votes
Sub-accounts support
For example, have a breakdown for "Travel Expenses" including lodging, parking, and meals. The accounts would be shown grouped on the P&L or Balance Sheet with a total for the group.
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42 votes
automatic import of Paypal statements - PLEASE!!!
I have an e-commerce store and use Paypal for virtually all payments from customers and many supplies, subscriptions, etc. that I purchase online.
It would be a tremendous help to have the ability to sync / import Clarity and Paypal!
Counting on you,
thanks
We agree this is a good idea and we hope that more people will vote for this feature. Our development time line is largely based on our most popular feature requests! If you know other online businesses that can benefit from using Clarity Accounting, send them to our feature request page and vote it up to the top of the chart! :)
- maychu -
41 votes
shoeboxed integration
Shoeboxed is a service which scans in your receipts and records/extract some information about them, including the total amount and the vendor. It has an API so we could use this to import bills into the system.
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34 votes
add support for international users planned
Add support for international currencies, custom TAX settings, editable invoice templates (for changing the language) etc.. so that users outside the USA can use the app.
Thanks, we're definitely planning on it! If you send us a bit more information about which country you are in, and what your local tax rules are like, we can make sure we support you.
- dobesv -
27 votes
Employee portal for entering invoices/expenses
Have a place for employees to enter invoices without being able to view all the books. The portal would be customizable in terms of which items and accounts could be used and how they appear to the person entering the data. Entered items would appear in an area for approval by a manager/owner b... more
One way to do this now would be to use a FreshBooks account for your employees and import that into Clarity Accounting.
- dobesv -
26 votes
allow iPhone and mobile access to main functions/info
Quickbooks online has a mobile web portal and iPhone app to view main info and do some basic functions on the road (like create an invoice). This would be great for small businesses with people on the move.
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21 votes
Don't allow changes to old records - close the books
When records get old enough, typically after you've filed taxes based on those records, maybe you shouldn't be allowed to change them any more so that your tax filing won't be made obsolete
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20 votes
Excel or CSV File Import started
Import from Excel or CSV files.
This is now available for customers and vendors: https://www.clarityaccounting.com/help/index.php/2009/04/14/importing-contacts/
We'd love to see some example Excel or CSV files to import - there are many ways to format an Excel/CSV file for bookkeeping and we need to know whether we've got our bases covered. We just need the column headings and a sample of the data included in each column.
Thanks!
- dobesv -
16 votes
One Click Print
Be able to print out copies of invoices without having to download them. I like to hand clients their invoices usually and it would be a great help and time saver to be able to just click print.
We will definitely consider this feature when we implement customizable invoice templates :)
- maychu -
16 votes
Accept payments on invoices using a merchant account
Use the API for PayPal, WorldPay, Authorize.net, Moneybookers, and so on to accept credit card payments on invoices, including sending a link to a client they can click on to enter their own credit card information securely.
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15 votes
OpenID support
Use OpenID to sign up and log in instead of an email address and password
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15 votes
Custom Report Builder
Ability to customize reports, including:
- "rolling up" accounts into one total row for those accounts
- Apply percentage multipliers to rows
- customize the formatting and layout of the report
