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Bank transfers in Plaid

Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...
over 1 year ago in Transactions 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...
about 3 years ago in Other 1

monthly columns for Income and Expense report

I would like to see an option to add columns for the income and Expense report so that I can see all the months' totals in a side by side format. This will help immensely in cash flow planning. The current cash flow only gives a total for the year...
over 4 years ago in  0

Create search box for bank rec window or make transaction list sortable by date, description and amount.

this would be really really helpful for finding transactions that need to be cleared
about 6 years ago in  0

Ability to see opening balances adjustments

I had a customer and her accountant express frustration when comparing a/r and a/p reports, to the general ledger report, specifically in how adjustments to opening balances were not shown on the GL. It would be nice if there was a way to easily s...
over 1 year ago in Reports 0

Potential API - Square

A customer wants us to look into the possibility of having an API partnership with Square, an invoicing web-app. https://squareup.com/ca/en/invoices
over 4 years ago in  1

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

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