[Noisebridge-discuss] accounting software / websites

[Kelly]

Oh and a general transaction search. Like, word search.

(sigh)

damn you xero.

-K

On Tue, Oct 5, 2010 at 17:23, Kelly <hurtstotouchfire at gmail.com> wrote:
> Features I forgot:
>
> Contact creation, grouping and sorting. With a not totally stupid interface.
>
> (vagueness of demands increase with frustration. OMG xero doesn't let
> you add contacts to a group from their profile page, you have to go
> back to the main list page. But you can't SEE their groups from the
> main list page! for that you have to go to the individual profile
> page.)
>
> -Kelly
>
>
> On Tue, Oct 5, 2010 at 16:47, Kelly <hurtstotouchfire at gmail.com> wrote:
>> Wherein you are invited to disclose your opinions on things you will
>> never take any action on yourself! A rare Noisebridge opportunity!
>>
>> Here's the deal:
>> I, your new treasurer, already hate xero.com (our current bookkeeping
>> system). I'm planning to finish out 2010 using xero, but I'll have a
>> good 9 months of 2011 to look forward to, and they could be accounting
>> bliss. That's the fantasy.
>>
>> Here are features we need:
>> -import and reconcile transactions from Wells Fargo, Paypal & Square.
>> -keep repeating invoices for membership dues and an option to have the
>> member invoiced automatically via email.
>> -some smart suggestions to reconcile incoming transactions with their
>> matching invoices (xero is betarded at this. It searches only by
>> amount, not by name and amount)
>> -custom categories for flagging transactions as various types of
>> expenses and income to make taxes easier
>> -some reasonably convenient way to output data (graphs and reports
>> would be nice, but good clean csv files would do. I can matplotlib
>> that shit.)
>> -clear tracking of unpaid invoices
>> -reasonably forgiving and customizable system (i.e. xero won't let you
>> delete invoices once created, you can only mark them invalid. Not A
>> Feature.)
>> -generate receipts easily
>> -web-based or linux-compatible local app. Some sort of remote data
>> storage and ability to access from multiple machines is required.
>>
>> Here are features that would make me especially super happy:
>> -direct access to the full details of paypal or square transactions
>> (i.e. notes to the payee, etc)
>> -really smart algorithms for invoice reconciliation, alteration and
>> deletion (i.e. delete invoices for this member during these dates or
>> change the invoice amount on individual invoices without affecting
>> repeating invoices)
>> -an interface which isn't bleeding edge flash that trips up in Linux.
>>
>> Ideas?
>>
>> -Kelly
>>
>