All ideas

There should be a spot added for a description when making an inventory adjustment that will show up on the inventory report. Right now there is a spot for notes but I can't even see where you can ever see the notes you made again. When I do an ad...

Printing cheques is simple but taking them to mail takes time. Canada Post goes on strike randomly, too. With Telpay, the money gets to them directly.

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.

When printing the reports they take twice as much paper as what is really necessary. The desktop version ones are much neater.

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...

AgExpert Analyst allowed users to edit the agristability codes and names, as well as delete codes no longer in use. This would help keep the list clean and concise. As well, I have spoken to some customers who said after they migrated their data t...