All ideas

Client uses two monitors and would like to leverage them during his bank rec. to so that he can keep his transactions list open to edit them on the left monitor, while leaving his bank rec. window open on the right monitor. Right now he has to sav...

There is no banking information printed on the cheques, how do i get this information on it, with bank account and cheque number

For example in the transaction entry screen where you enter the total, if I can put in 45*15.3 and it calculates the value for me automatically and puts that value in the total upon leaving the control. That will help reduce the need to switch to ...

Most day-to-day entries are income or expenses. Scrolling down every time to pick the type in or ex is a bit of a pain. Instead of bumping up those 2 types to the top of the list I thought of a better idea... What if the type list was sorted and...

A user stated that they enter lots of transactions to and from "one-off" companies (they most likely won't do business again). Presently they have to add them in as a supplier or customer every entry, making their lists very long. Perhaps an optio...

Save time by having to go back to an adding machine to recalculate when the auto calculation is wrong As per customer suggestion at cps 2020

The desktop version would allow you to change the Opening Balances for that year. Now the online version makes me go back to the first fiscal year. I would prefer it to be editable at the current year.

If someone was operation two business that co-relate to one another and wanted them under the same datafile, but created separate invoices for each company for their customers, it would be ideal to save them both and just select which one you want...

I liked the older system where you could backup to a flash drive each year separate so you know what year you have saved. Unless I am not doing it right you just keep going with the same backup name. Would like this again.

-Easier for those transitioning from Analyst after years of use; -Scrolling down can be laggy. This would minimizes the need to scroll down, saving time, and it's easier to switch between the account categories;