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first letter search

under transactions, when searching for a supplier, you have to scroll to find the one you are looking for. Can you add the quick search where if you type a letter it takes you to all suppliers that start with that letter.
11 days ago in Transactions 0 Planned

Can we show on the transactions page if a receipt has been attached

Some kind of paperclip or attachment emoji so you can see easily.
7 months ago in Transactions 1 Planned

Reconciliation account default

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...
8 months ago in Other / Transactions 2 Planned

Formatting issue: Commas needed in dollar figures when adding a transaction

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.
7 months ago in Transactions 0 Planned

Have a "flag" option for ask my accountant

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
8 months ago in Transactions 0 Planned

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
4 months ago in Transactions 2 Planned

Transaction list next page button

Now that you have changed the transaction list screen to show 50,100,250 items, it would be nice to have a next page link at the bottom of the list.
3 months ago in Transactions 0 Planned

when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
4 months ago in Transactions 0 Planned

Payroll - Ability to change date or ref number without reversing

A customer requested the ability to change the date or ref number without having to redo the entire paycheque...this would save a lot of time if a customer accidently enters a bunch of cheques incorrectly.
8 months ago in Transactions 1 Planned

When converting from the desktop to the online, only 10 templates transferred.

For a large client that has lots of memorized transactions they want all of them to transfer, otherwise, maybe they won't change to the online.
7 months ago in Transactions 0 Planned