Andy Turner's dashboard

Andy Turner reported a problem in Clear Books on November 23, 2009 19:52:

Paypal button

Have been experimenting with the paypal facility and decided in the end to turn it off for now. Despite going into the paypal account settings and changing the show paypal button option to 'no' it is still shown on the client statement pages with a blank 'paypal surcharge' field. I will be using it very soon and with the new % surcharge facility but in the short term I just want to make it go away!

Andy Turner replied on November 19, 2009 15:02 to the update "Payroll" in Clear Books:

I'm liking the payroll feature in its current raw state. I think it will be a big plus point for a lot of people and I for one will be using it. There are three things that I would like to see for it to be a great tool:

1) The ability to put payslips onto a customised pdf payslip with logo etc, just like the customer invoices

2) Direct email to staff via clearbooks in order to save on printing

3) An extra box with space to simply add notes to the payslip for any extra information I may wish to put on the payslip for the employee.

Keep up the good work!

Andy Turner shared an idea in Clear Books on November 18, 2009 10:42:

Could invoices reflect any deposits already paid?

It would be great if a customer could open an invoice and see that any installments already paid had been credited towards the total. For example, a customer was confused yesterday when he opened his statement page from the email link that I sent him. The figures on the page correctly showed an unpaid invoice of £2100 with £1500 remaining to pay (he has already paid a £600 deposit), but when he opened the pdf invoice it still shows £2100 owing. Is there any way that the invoices themselves can reflect amounts already paid?

Andy Turner replied on November 09, 2009 15:52 to the question "How to handle card processing fees" in Clear Books:

This would be a great addition to your already excellent system

Andy Turner replied on November 09, 2009 15:51 to the problem "New-look dashboard" in Clear Books:

Yes indeed fixed! Many thanks

Andy Turner replied on November 09, 2009 15:50 to the problem "Deleted quotes still visible to customers" in Clear Books:

On a similar theme is there any way to impose a date range on the paid invoices that show up on the customer account page rather than too many old invoices still being visible?

Andy Turner replied on November 07, 2009 10:21 to the question "How to handle card processing fees" in Clear Books:

Any thoughts on this one by any chance?

Andy Turner reported a problem in Clear Books on November 07, 2009 10:20:

New-look dashboard

The new look is great but the figures are incorrect. My dashboard is showing the correct total amount due from customers but the three that are listed to the right of the main figure are totally wrong. One lady is shown to owe £11,600 when she actually owes £3200, another is shown at £10,500 when the correct figure is actually just £1500. Would be great if someone could have a look at this because at the moment it could be very confusing.

Andy Turner asked a question in Clear Books on November 04, 2009 14:01:

How to handle card processing fees

I am using the invoicing tool to great effect and the clearbooks system is saving me a lot of time. There is just one thing that I can't get my head around. When I email an invoice to a customer they have a paypal button to make an instant payment by card. This is a problem for me because we quote holiday prices and then say that card payments are accepted but with a 3% fee. Payment by cheque or bank transfer incurs no extra charges. For the moment I have taken the email address out of our paypal account settings so that the paypal button just appears to the customers to not be working.

Is there any way that when they click this it can take a payment for the invoice amount plus 3%? If not, is there a way that I can just remove it from the statement screen rather than having a feature that doesn't work?

Andy Turner reported a problem in Clear Books on October 25, 2009 14:48:

'NO VAT' message when importing from bank statement

The following message appears all the time when importing from bank statements, even though I have selected 'NO VAT' already:

•Clear Books thinks 'X' is outside the scope of VAT. Please set the VAT rate to No VAT. To ignore this warning resubmit this form.

The upshot is that I have to click everything twice to ignore the message and resubmit. Not a major problem but a bit annoying when importing hundreds of entries.

Andy Turner asked a question in Clear Books on October 23, 2009 11:54:

Removing paypal as a payment option

As much as the integration with paypal is great I wonder if it is something that can be switched off? We have a paypal account but don't wish to accept customer payments to that account. When I email the invoices the customer sees a paypal button for payment. Is there any way I can avoid this?

Andy Turner asked a question in Clear Books on October 21, 2009 10:37:

Payments on account and import tool

The on account payments has been a great addition to clearbooks but I can't seem to allocate on account payments directly from the bank statement import. Am I missing something or is this function not available? If not it would be really useful.

Andy Turner reported a problem in Clear Books on October 12, 2009 17:07:

Where is the 'No VAT' option on the drop-down menu?

•Clear Books thinks "x" is outside the scope of VAT. Please set the VAT rate to No VAT. To ignore this warning resubmit this form.

There is no section in the drop-down menu for 'No VAT' so I have to resubmit all the time

Andy Turner replied on October 12, 2009 16:59 to the question "payments on account and invoicing" in Clear Books:

Is there a way of allocating on account payments from the bank import tool. I can't seem to find a way of doing that. If not it would be a really useful addition

Andy Turner replied on October 06, 2009 20:26 to the question "How to account for money passing through an account" in Clear Books:

Great support as always. Clear Books is a very refreshing product and you guys should be proud of it.

Andy Turner marked one of Tim's replies in Clear Books as useful. Tim replied to the question "How to account for money passing through an account".

Andy Turner asked a question in Clear Books on October 03, 2009 17:31:

How to account for money passing through an account

I'm not sure how to account for something that seems as though it should be simple enough!

We wish to share the use and therefore the cost of something with other businesses but the supplier has requested that payment is received from one single source. I have stupidly volunteered to collect the payment from the other companies concerned and then pay the full amount. How do I show this process in the accounts?

When importing the bank statement I will need to allocate an account for the incoming funds and the outgoing payment, but can anyone suggest how to do this without looking to have received lots of extra income and then paid a lot more than our share for the product?

Andy Turner replied on September 17, 2009 15:14 to the question "P&L Total" in Clear Books:

Agreed. Would find this very useful too.

Andy Turner replied on September 17, 2009 08:49 to the question "Can I enter VAT included prices?" in Clear Books:

This would be a really useful feature. At the moment when I create an invoice it's not always when using the bank import tool and I have to get my calculator out and work out the price without VAT. It would be great if I could just offer someone a price and then enter it on an invoice with VAT being calculated automatically for me.

Andy Turner replied on September 11, 2009 10:04 to the question "Additional user" in Clear Books:

Hi Tim,

This is great thanks. One question... I have modified the settings to allow someone to see purchase and sales invoices but not to create new ones. By allowing access to the invoices will the user be able to delete payments that are allocated against them? Hopefully not!

Thanks
Andy