A/P and A/R Reports - Total summary, either in reports or on dashboard
Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...
Ability to email invoices directly to customers via the point of sale
This would prevent having to print/scan then email the invoice to the customer. Just as you have in the texting option of a mobile device (Forward) or email (send to) option
Edit transactions from within bank reconciliation screen
If there is a transaction showing up on a bank rec screen that requires editing, I want to click on the transaction from that window and correct it, rather than closing the bank rec screen and finding the transaction, fixing it and coming back in.
I'm missing all the options of reports that analyst had-example: loan report, or general ledger with the ability to choose a specific bank account to look at all the transactions. We have way too many transactions to have everything on 1 report. T...
Allow cell to cell movement via tab or arrow keys as well as via mouse click
Most Analyst users I have talked to agree with me that having to click on each cell to be completed within a transaction versus just using the tab key is just too time consuming. Many have told me that it is a deal breaker that prevents them from ...
Please provide a universal search function, same as in AgExpert Analyst
I relied heavily on the ability to search all the transactions in our database when I used Analyst, using the edit transaction function. Please add that to Accounting.
Statement and Invoice templates - issues with window #10 envelopes
This was a feature available in Agexpert Analyst. There was a template for satements that matched our cheques layout for company address and receipent address. So we could use the same window envelopes #10 to mail our statements. None of the curre...