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Welcome to the Product Feedback Forum for ‘Additional Products’. This area is for you to have your say on product enhancements or improvements to our range of additional products. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.


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How can we improve CCH Basecone, Finsit, Twinfield and Other?

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13 results found

  1. Supplier Invoice Number Validation

    Presently Twinfield Accounts Payable does not check for Supplier Invoice s numbers and creates potential of duplication of Invoices and double payment. The feature is available on other similar packages like Xero, Quickbooks etc.

    1 vote
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    0 comments  ·  Twinfield  ·  Admin →
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  2. Insights to see all data not just NEO

    We currently have to import all of our invoices into Twinfields. Meaning that the "insights" tool on the dashboard is a useless tool for us. It would be better for it to read all details.

    1 vote
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    0 comments  ·  Twinfield  ·  Admin →
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  3. Ability to import Sales invoices to NEO Sales

    At the moment Classic Sales invoicing cannot be removed as some functionality such such as importing invoice details for batch is not possible with NEO. Be nice to only have once sales invoicing function

    3 votes
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  4. Make a deleted transactions report available via API

    Would help for Ezora App Partner Reports. At the moment transactional reports cannot be updated.

    3 votes
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  5. Improved UI on reports.

    These are still grey which is now quite dated. Overall User Interface needs to be improved.

    3 votes
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  6. Send Supplier remits to more than one email address

    At the moment you are only allowed to send to one email address. However when sending customer statements you can separate e-mail addresses with ","

    4 votes
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  7. Better sales ledger reports

    Reports showing customer average payment dates among other items would be incredibly useful tools.

    3 votes
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  8. Send Customer Statements via PDF file rather than link

    A lot of our customers will not click on the link in the e-mail due to company restrictions on clicking links in e-mails. Or the statements end up in junk files, even if added to a safe sender list.
    Currently it means all the statements being manually forwarded on.

    3 votes
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  9. Change the Customer statement sending address from no-reply

    We have a number of customers who will not open our statements because it is coming from a no-reply address, or it often finds its wat into junk files.

    3 votes
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  10. Add Modified Date, Status, Matched Date to Twinfield Analysis 030_2 (General Ledger Details v2) Cube

    On the Twinfield Analysis output, please can you add
    Modified Date,
    Status,
    Matched Date
    to the Twinfield Analysis 030_2 (General Ledger Details v2) Cube

    4 votes
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  11. Company Settings logo (Client) rather than Organisation Settings (Practice)

    Is it possible to keep the Organisation Settings logo for the accountancy practice, but also have an option in the Company Settings for the Clients logo and if the Client would prefer their logos on reports then it would overwrite the practice logo. If a logo stored in the Company Settings then replace the practice logo.
    Be good to have a choice.

    2 votes
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    Acknowledged  ·  0 comments  ·  Twinfield  ·  Admin →
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  12. Pay & Collect Additional Column

    Request for additional column within Pay & Collect with 'sort' option for Invoice Date

    5 votes
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  13. To restrict portal access via ipaddress

    Due to GDPR and the fact that Data ideally should be under CCH's or our control. It should be possible to restrict access to any of the cloud services provided, to prevent employees' accessing any data outside of the office where we have put measures in place to protect the data. It would however, be useful if we could allow that exceptions ( if required) for partners.

    3 votes
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