Accounting Feature Requests

I do a lot of duplicate expenses when I’m paying out to people from gigs. I want to type details in for an expense once and then duplicate it 2 or 3 times over to record the other payouts from the same gig. This would be a huge quality-of-life improvement for me.

It would be helpful if we could associate a transaction fee to an invoice. This is for invoices that are not done within the Moxie platform using Stripe. For example I sometimes get $15 wire transfer fees or percentage fees from PayPal or GoCardless. I create the expense separately but it would be good if I could link it to an invoice specifically just to know where it came from. I can associate expense to a client but not a payment or invoice.

I'd love to be able to modify the invoice to show the project once with each task listed below it on a separate line (date, name of task, hours/items, cost). For example, I have two projects per month for many of my clients with numerous tasks in each project. At this point, it lists the task plus project for each (per item) task, and for the hourly, it shows the project with a date range repeated for each day a task was done, then the date and task with pricing. I'd like the project name to be a "header" with each task on the "sub-head" level below it.

My Bookkeeper and I were hoping to have more settings and customization for accounting/bookkeeping features w/Moxie! It would be great if we could pull reports in accrual instead of cash as right now it's very limited on the reports we can pull and it doesn't match up w/QBO.

Ability to add a common expense to a project template. For example, I have hair and makeup expenses for all my clients, no matter what. The ability to add a vendor and their associated expenses to a project/opportunity would be amazing. EXAMPLE: I always pay for hair and makeup for my clients for every single Photography session, but I use 3 different hair and makeup companies. Ability to add the vendor to the project and track their associated expenses for that particular session/project.

Would be nice to have some way to set annual/quarterly/monthly financial goals and see progress against those.

It would be great to have reports in bar graph instead of just line and have option to compare with previous month and period. It would be really helpful to see the report this way for better understanding of income flow.

There are a lot of expenses that I need to categorize manually each month, that have the same or nearly the same statement name and the same amount billed each month. If we could add some auto-categorize rules or filters that would absolutely allow Hectic/Moxie to take a huge leap forward. This could be implemented as auto-categorization or merely a "Suggested" category that we can go through and approve.

I'd like to be able to take a picture of receipts when adding an expense using the mobile app to add as an attachment instead of hunting through my gallery

I have expenses that I need to track for specific clients. I'd love an Expenses tab to be added to the client overview so I can view them directly by client instead of sorting through the accounting tab.