Your Ideas on improving CartonCloud

3 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 00:57

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 23:58

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 07 Apr 07:51

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 01:11

Accounting Software Integration / Organisational Settings

0 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 01:16

Accounting Software Integration / Billing

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 23:10

Accounting Software Integration

1 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 01:29

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

0 Future consideration
5 Vote

The ability to add a file to the invoice to email, for Tenants not using Xero/MYOB accounting connectors

When a tenant is using Reckon A version of MYOB which there is no API for Sage Quickbooks Saasu Cashbook etc etc CartonCloud should have the ability to upload a file to the invoice. Then a Tenant could use CC to email all invoice data directly to ...

Created 31 Oct 23:49

Accounting Software Integration / Billing / Invoice Summary

1 Likely to Implement
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
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