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1
Vote
Update the Territory field when pushing invoice from Carton Cloud to Xero
In Xero, invoices have the Territory field. The Territory field in Xero will tell us which region the revenue belongs to. It makes our financial statements clearer. Eg: Customer A belongs to the NSW Depot and Customer B belongs to the QLD Depot. I...
Created 11 Oct 03:18
Accounting Software Integration
0
Future consideration
1
Vote
Link Contract detail with accounting software
We would to see the contact detail uploaded when a new contact is created when pushing through invoices information like the Address contact name and Email address. Additionally it would be idea to have a field for the company ABN
Created 13 Jul 01:22
Accounting Software Integration
0
Future consideration
2
Vote
Add Consignment note number to Xero Invoice Description
Xero Invoice description shows "Charges for Freight - {Reference}"Could we add the CartonCloud Consignment number?Something like "Charges for Freight - {Connote No.} - {Reference}"
Created 31 Oct 04:01
Accounting Software Integration
0
Future consideration
2
Vote
Add Invoice number to Invoice Reply Email subject so that replies don't get put in same conversation.
Invoice email subject defaults to; "Your Invoice from {company name} is Now Available." Because the subject isn't unique replies to these invoice notification emails all get bundled together as being the same conversation in Outlook. Adding someth...
Created 25 Oct 01:11
Accounting Software Integration / Organisational Settings
0
Future consideration
2
Vote
Send the invoice summary through to Xero
Is it possible to have the invoice summary send through to Xero when approving invoices so that invoices can be sent to customers through Xero?
Created 11 Jul 23:10
Accounting Software Integration
1
Future consideration
1
Vote
Accounting connector Pay Now button on invoice page/ Customer invoice email
MYOB and Xero offer pay now function for customers to process their own payments through Credit Card / Direct debit etc. Add Pay Now button to the CartonCloud invoice page and/or customer invoice email to hyperlink to the customer accounting conne...
Created 15 Mar 22:09
Accounting Software Integration / Billing
0
Future consideration
2
Vote
Invoices deleted in CartonCloud should be deleted in Accounting Connector
When an invoice is deleted in CartonCloud, it should also be deleted in the relevant accounting connector. idea raised on behalf of Laura Wills - Sleepless Nights Transport
Created 01 Mar 22:00
Accounting Software Integration
1
Future consideration
1
Vote
Pull MYOB Statements from Carton Cloud
For each individual Invoice, we can pull PDF Myob invoices, it would be fantastic if we could go into the customer File in CC and pull out the MYOB Statement.
Created 27 Jan 03:01
Accounting Software Integration
0
Future consideration
1
Vote
More Xero Chart Of Accounts Options In Carton Cloud
There is the 5 chart of accounts you are able to link from Xero to CC in the back end of CC. It would be helpful if we could have extra Chart Of Accounts like Freight, Stationary/Packaging etc.
Created 30 Aug 08:02
Accounting Software Integration
0
Future consideration
7
Vote
Send data to Xero to validate invoice has been sent field
In Xero there is a option to send out an invoice reminder email. Currently CartonCloud does not send the notification to Xero to advise that the invoice was sent (invoices are sent only from the CartonCloud system). Can this confirmation be sent s...
Created 07 Apr 07:51
Accounting Software Integration
1
Future consideration
1
2
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