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Add new security role for invoicing

I have a customer that has 5 different people entering invoices and 1 primary bookkeeper that does everything else. The primary bookkeeper does not want those who enter invoices to have acess to ther other data - solely the capability of entering ...
over 4 years ago in  0

Create more detailed cash flow report

I haven't upgraded for a long time so maybe this has been improved but the cashflow report on my version is not very useful. If you look at MB Ag's Farm Plan (Available Free) they have a very good cash flow statement that has a lot of detail for p...
almost 3 years ago in Other 1

Ability to hide unit measurement unit

I have a customer that has some income accounts they use for services but do not track inventory. We can unlink an asset account from an income account (by selecting a blank option), but we can't do that to measurement units. Can we look into hidi...
over 1 year ago in Setup / Transactions 0

Credit Card reconciliations

It would be nice if the credit card reconciliation printed correctly. It should have an ending credit balance, not debit (if there is a balance payable on the account). There should be o/s payments (not deposits). The reconciled balance does not a...
over 1 year ago in Other 0

Capital assets screen - Show audit numbers of purchases and sales

It would be very useful if in capital assets we could see the audit #'s of the purchases and the sales, so we can easily find those entries if we had to.
over 1 year ago in Other 0

Built-in calculator in the transaction screen

Save time by having to go back to an adding machine to recalculate when the auto calculation is wrong As per customer suggestion at cps 2020
about 6 years ago in  0 Will not implement

Avoir une option fin de mois pour nous guider à travers les différentes étapes à faire

J'ai utiliser des logiciels qui nous avertissait si nous n'avions pas complété tel où tel étape avant d'effectuer la fermeture de la journée ; si ont pouvait faire la même chose pour la fermeture du mois et même la fermeture d'année, ça m'aiderait...
over 1 year ago in Other 0

Import memorized entries from Analyst files

A customer requested today that we upgrade the migration tool so that it imports memorized transactions as templates. Thank you!
about 3 years ago in  0

simple help page

I live in an area where phone coverage is spotty and internet is slower. so having a help feature that can quickly explain each feature an how to use it properly would be huge. As I am a new farmer and trying to keep books as orderly as possible, ...
about 3 years ago in  0

Have an icon in transaction reports, that would automatically load the last page of “transaction reports” when you requested to open the transaction report screen.

No description provided
about 3 years ago in  2 Already exists