We are using the present Budgeted PNL and Sales Budget by Class, to load and report on our budget, and find these features very useful. Adding a Budgeted Balance Sheet input feature, is obviously much more challenging, but would be a HUGE help to any business preparing a budget, and is essential if ever you aspire to producing a Budgeted CASH FLOW - a really useful future requirement for most businesses. Looking forward to an update on IF AND WHEN, otherwise I will continue top develop our EXCEL version.
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Obviously sending invoices or "Estimates" (pro=forma invoices requesting payments) one by one is already available as you have outlined. It seems to me that many users could find this multiple send option VERY useful. For example any Club, or School or Association, where annual or termly, or monthly subscriptions have to be sent - possibly grouped by Class or location - where they need to include attachments. Otherwise each invoice has to have all the attachments added for EACH invoice and then sent one by one. We need to send to 10 different schools with a total of approx 1,500 parents/students. Presently we find it easier to process thru EXCEL/WORD, and then later have to handle (and duplicate) the loading into QBO. The feature needs to be available to the Invoice and the Estimates processes, as we send out "Pro-Forma" invoices to our clients (using the Estimates QBO process), so that we only account for the Sales VAT on customers who eventually use our service. If we issued invoices immediately, the VAT is accountable immediately, and any declines have to be corrected using credit notes.
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