Your Ideas on improving CartonCloud

4 Vote

Ability to create a Credit Note within CartonCloud

Ability to issue a credit note within CartonCloud and link this through to the accounting connector. No requirement to provide a summary, but just use the current free text option against CartonCloud Invoices. **Be able to apply negatives to an in...

Created 10 Apr 12:57am

Accounting Software Integration / Billing

0 Future consideration
12 Vote

Option to disable CartonCloud sending "due day" fields to MYOB

We have set up our own "due day" options in MYOB that are different from the default options set up in CartonCloud. It would be great to have the function to disable or enable the MYOB fields that are sent through to the system from CartonCloud

Created 27 Jun 11:58pm

Accounting Software Integration

3 Future consideration
8 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 7 Apr 07:51am

Accounting Software Integration

1 Future consideration
3 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 01:11am

Accounting Software Integration / Organisational Settings

0 Future consideration
3 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 11:10pm

Accounting Software Integration

1 Future consideration
2 Vote

Xero - Mark as invoice sent within Xero when sent from CartonCloud

When emailing the Xero PDF via CartonCloud. The ability for it to mark the invoice as sent within Xero

Created 25 May 01:16am

Accounting Software Integration / Billing

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 04:01am

Accounting Software Integration

0 Future consideration
1 Vote

Applying Rates from Shipping Aggregator to Invoice WMS only (but as a freight charge) or without Zone Sets

As a User I would like to pull my rates from the shipping aggregator straight to Invoicing so I am then able to charge all Warehouse movements and Shipping costs via CC invoice. If I am a WMS only user without pack screen I am unable to charge cor...

Created 21 Nov 01:29am

Accounting Software Integration / Billing / Invoice Summary / Transport Rate Cards

0 Future consideration
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 03:18am

Accounting Software Integration

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 1 Mar 10:00pm

Accounting Software Integration

1 Future consideration