All ideas

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.

After a payment has been made it would be nice to email a remittance slip straight from the program to the customer you paid

Would be nice to add an aging receivable row of date ranges, ie. 0-30 days, 31-60 days, 61-90 days, 91+ days when generating a customer statement. I understand there is a report similar to this called "Aging Receivable", however it would be more "...

I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...

J'aimerais pouvoir imprimer la liste de fournisseurs avec leur coordonnées pour mes registres Canadagap

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 ...

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.

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.

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.