I have just met up with my accountant today for going over the year end accounts.
Her feedback was that she likes the simplicity of the program and she said it was one of the few programs that include purchase invoices. Apparently quite a lot of programs don’t for some reason.
She said that it would really improve the program if the following was implemented.
Add ability to reverse journal entries for accruals. We had to create one journal entry on the 31st and reverse the entry on the 1st of the next month.
Add ability to debit/credit bank accounts in Journal Entries. Thinking about it now, this is probably not necessary as we could have done spend bank and selected the appropriate account, so perhaps disregard this point, but we were focusing on journal entries and directors loan accounts at the time and we didn’t think of it.
Add functionality to the program to allow end user to add new supplier, new chart of account or add new customer or anything from any part of the program. We were doing a couple of journal entries and we had to keep going out of Journal Entries into Chart of Accounts to create the relevant account and then going back to Journal Entries to complete the transaction. This was a big negative for her.
Request that open entries are viewable in some way. For example if we click on VAT Tax on Summary Page, she wanted to see what entries were open that produced the amount xyz instead of only having the option to view all transactions. This feature is very useful if you can see there is something wrong with the accounts ie the tax amount is more or less than it should be, she wants to be able to see just open transactions which she can do in VT which is the accounting program that she uses. It wasn’t just VAT Tax where she wanted this functionality, I think any liability account was what she was interested in for this particular function.
She found the interface a bit clunky, but I think it was more having to go out of say Journal Entries into Chart of Accounts to create an account and then back again into Journal Entries as well as the screen size changes on different forms so sometimes you see everything on the monitor and sometimes you have to scroll to the right. So consistency in look varied in terms of layout size.
The impression that I got is that she thought that the software was quite good in that it did the accounts very well and was easy to use, and if the above issues were addressed for her, she probably would consider using this program and recommending it to her clients as she admitted that VT was not as simple to use as Manager. She didn’t say that, but thats the impression I got. It was mainly points three and four that were very important to her.