In the planning tool, can a multi-year cashflow be added. It could look similar to the FCC Analyst tool that Relationship Managers are already using for loan applications.
Similar to AgExpert Analyst, a customer expressed they would like us to add some auto-fill features to the cashflow tool, notably: Auto-fill projections by actual or budget values
In the desktop version the description line was automatically populated with the supplier or customer name and could be added to or amended if needed. I would like to see that in the online version.
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.
Be able to select a transaction from my bank statement upload and match it to my scanned receipt from accounting app
I really like the accounting app for scanning receipts and would like to be able to Match those to my uploaded statements or connected bank accounts. I'm running into most of the issues with credit card transactions because the dates don't line up...
I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...
It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.
Inventory accounts can have multiple units of measurement.
It is a pain keeping inventory accurate on chemical and seed when there are so many different package sizes / units of measurement. Would be nice to be able to have a different unit for every chemical and seed purchase or inventory adjustment so i...
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