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double invoice alert

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6 months ago in Reports 0

transaction searching

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.
about 2 years ago in Transactions 2

Search functions

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
over 1 year ago in Reports / Transactions 2

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
8 months ago in Reports 0 Planned

Allow negative Withdrawal Transactions (Refunds) in Credit Card

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.
almost 4 years ago in  6 Already exists

Show transaction source in transaction entry screen by date/time stamp

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...
4 months ago in Transactions 1

ability to change account numbers to match CRA account numbers for corporations

I am am accountant and several years ago I changed all my account numbers to match CRA account numbers for corporations (ie fertilizer is 9662). This makes is it easy to relate to Schedules on tax returns for clients. If they see fertilizer as cod...
6 months ago in Setup 0

Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
about 1 year ago in Reports 0 Planned

Create a installer for the migration tool for a MAC

Create a installer for the migration tool for a MAC. Presently it can only be done via Windows.
2 months ago in Accounting - Web 1 Will not implement

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...
about 1 year ago in Other / Transactions 2 Planned