To say things are complicated is an understatement. Im in a business where I collect money with 9 different payment methods (amex, diners, visa, master-card, cab-charge, manual vouchers, invoices (mthly,weekly & randomly) & cash, with charge fees in 3 different ways (w/ transaction, monthly debit & on deposit) which are received into my account in 8+ different ways (mobile eftpos, bank visit, bank transfer, phone payment, accounts (mthly, weekly & random)
I’ve come to learn through my accountant that there are some connections & some disconnects between:
- accounts receivable & accounts payable
- manual journals
- direct payments to bank account (in my case I process mine through a mobile eftpos machine , not high volume on average 4-6 a day. 80% of my customers are repeat clients.
I get receipts of these transactions at the eftpos terminal. Its not like retail or restaurants where there 100 customers each day. BUT I have to store these receipts & match them with a particular individual then & there or at the end of the month.
The Xero system handles everything fine but my extra wish-list for 2012 is all about connecting each transaction with a specific customer (who relates to a business) & having an IN MY FACE/ ON MY (xero & capsuleCRM) DASHBOARDS WAY OF SEEING WHO IS MOST VALUABLE TO ME THIS MONTH, THIS YEAR & THE LIFETIME VALUE OF A CUSTOMER... possible??
Here is my my wish-list requests for 2012... (please stop me in my tracks if its just a feature i haven’t discovered)
-Above is a picture of 2011... im looking fwd to having both in 2012 & paperless not long after
-when i take photos of your receipts I would like to be able to import them not as an invoice in the accounts payable/recievable systems but also be able to choose to import them into the ‘Recieve Money’ section entry in the bank account section as a recieved money entry before getting reconciled... this would help skip manual entry
-this would help me attatch a receipt to each entry
-as the bank clumps together 4-6 transactions into a day, this would make my reconciliations very much more detailed
-if shoebox is unable to do this maybe you can help? Im happy to do the manual entry on my mobile eftpos receipts/direct payments but maybe you can you add this as a feature on your app... currently the photo import for expense claims goes unused but what if you could do that for direct payment entries?
-Also to make the dashboard far more awesome are you able to do a way of listing the top 10 valuable customers (customizable by last month, YTD & lifetime)...
-are you able to link individuals to organisations like capsuleCRM?