Accounting Feature Requests

The Forecast option I think is great to be able to project Sales. But I think this tool would be even better if we could see our open invoices and/or recurring invoices in the Forecast option. I understand we can go in and add some of these opportunities manually, but it's double work for something the system already has. Or maybe even a filter option to be able to add in our open invoices or future invoices.

I'd like to be able to filter recurring tasks so I can see all "Weekly," "Annual" or "Monthly" tasks at a glance. This would make it easy for me to do budgeting and see where my expenses are coming from and how often. It would be helpful to know what expenses I may want to cut back on if I could see this view.

If I go to the expenses screen there is no total expenses screen like there is for total invoices. This is especially annoying if I filter by client then I have to add up all the expenses manually. Please add this!

It would be nice to have categories for the income received. When doing taxes so that income is broken down by category on the report.

I would like to a "Tax Hub" where you can do what I just mentioned, but also store all 1099's, W-9's, paid invoice receipts, and purchase receipts. Also maybe include some sort of calculator where you can calculate 28% or 30% of each incoming invoice so that you know how much to set aside for taxes.

The expenses tab only meets the needs of solopreneurs who have an accountant to handle their bookkeeping for them. Please turn the Expenses tab into a single-entry, cash-basis bookkeeping system, so that solopreneurs don't have to hire a bookkeeper to do a once-a-month cleanup of their books. (or spend 35 a month for quickbooks, which is overly complicated for a solopreneur and duplicates most of the feature of Moxie anyway). Currently, there is no way to delineate between accounts (checking, savings, credit card) It also appears unable to categorize personal expenses, transfers between accounts and refunds, which are fairly common, even for a soloprenuer. There is also no way to split transactions or categorize multiple transactions. And it needs better reports for tax purposes! And no asset management. I’d suggest taking inspiration from QB Solopreneur, as their transactions page is similar to your expenses page, but more robust for basic all-in-one accounting needs. Quicken Classic also has some fun features, like the calendar view.

The ability to sync Clients, Invoices, Payments and Expenses with Zoho Books.

Expenses were entered and assigned to projects as reimbursable. Created an invoice and selected to add reimbursable expenses. All remaining expenses not previously assigned to a project appear requiring you to go back to expenses to identify which ones align with each project. When invoicing a project and selecting expenses, only those expenses assigned to that project should appear.

Many of the expenses that are being auto-added through Plaid are coming in with the wrong category. It would be very helpful to be able to multi-select and change the category all at once, rather than having to individually go into each expense to recategorize.

In the Accounting tab, you can see the totals of invoices that are sent, paid, etc in the dashboard. It would be really REALLY awesome to see the totals of the pending invoices that are in draft too! I can easily have 20-30 draft invoices waiting to go out, and it takes time to manually add these up to get a clear picture of my upcoming billing.