All ideas

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.

It would be useful if loan balances were displayed in the Sales/Withdrawal screens when making a Loan Payment/Addition. Perhaps it could go in the 'Detail' column, like it appears with Accounts Payable.

Presently you need to go to the chart of accounts and edit the cca class to change the fair market value (FMV). It is a bit tricky to find. Can we make it easier to update, and have the fmv field available under capital assets when editing individ...

Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)

Could you please add a page when you create a loan to display the payment frequency, loan %, loan name. Something like the capital asset page so you can see all the details of a loan in one please.

There should be the ability to add new accounts when you're in the year-end adjusting entry screen. Currently if you get half way done and realize you need a new account, you have to close out of the screen, go and add the account, and then come b...

When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.

A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.

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...