We could really do with a report or statement option to show what invoices haven't been paid in order for us to work effectively and chase outstanding invoices.

We have a major problem in that the data exported to csv for the invoices is not compatible to load into Sage. We invoice the same funder but for several different people and we need those individual names on each invoice on Sage, we are having to manually enter this information and the dates which is very time consuming.

While generating/ creating invoices, it creates invoices individually. In addition, Could you get a Summary Report which shows list of all invoices generated & the total amount. In this way, I can handover the summary to post them into Sage accounts rather than looking into individual one by one. Plus, gives idea of total revenue in that period. Report in excel or pdf.

Travel time should be included when calculating holiday hours. The travelling time in between visits is available on the payroll report and the total cost of the travelling time but not the total number of hours/minutes spent travelling which makes it difficult to calculate holiday allowance.

When you convert the Payroll Report to a CSV file can the Travel Time be calculated in a separate column?  At the moment it is included in the total pay and it would benefit us if it was in its own column

There needs to be an area under finances that keeps the log of all debits and deductions for client accounts as some have a daily allowance etc.

Also for petty cash for the centre so its kept on top of.

Other systems have this and it can only be edited by staff who have higher access rights on the system.

Not sure it's worth writing this but the new Named Rates functionality is not going to be very useful in it's current implementation.. I have had a look and while it will be great to have the ability to set effective dates for charge rate changes we will have to create so many named rates to cover the various time slots and rates that it would be really cumbersome very quickly..

Our domiciliary care service alone has different rates for 15min, 30min, 45min and 60min slots, we than have rates for day time and evenings and for weekend and special days.. Then we have the different cancellation rates for the service at the different percentage charges so just one service would probably need 30 - 40 named rates so keeping them all straight will be interesting to say the least..

There would be far more effective ways to crate this type of functionality..

The bulk increase functionality on the visit type rate sheets for a service is not functional.. If you have manual rates for all time periods (because the named rates is too cumbersome) it only allows you to set one static rate (as opposed to a percentage change) so would set all entries to that static rate which is pointless..

I am not sure which of your customers were consulted on the implementation of this functionality but I can't see it would be functional or practical to use for many companies unless the way we operate is in some way very unique which I doubt is the case..

Regards,

Harley

the font for the payslips has been increased and today we printed 138 pages please set the font back to the previous size 

many thanks

There is a serious bug with the invoicing of overnight services that run over month end.

I have just discovered that the portion of the service that fall into the later month is being invoiced at a charge of £0.00.. When I voided the invoice and checked everything and then processed the invoice again it then did add the charge, I hadn't actually changed anything..

Re-running the accounts report still shows this service as unvoiced even though it is clearly shown on the new invoice..

I would imagine that if this bug has been around for a while it has probably costs up a fair amount of money but we naturally assumed this had all been tested and was working correctly..