All ideas

In analyst, when making a payable payment, you could see the balance on the payable account when you chose the account from the list. This was helpful in making sure what you were paying was correct and that all your invoices were entered. Same fo...

It would be nice to be able to pay employees by direct deposit, and have it auto-categorize, like QuickBooks allows. It’s a hassle to write cheques for payroll in today’s day and age, and keeping track of etransfers is not that straightforward or ...

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...

I BEGAN USING THE UPLOAD INVOICES - AN EFFORT TO MORE TOWARD PAPERLESS AND SHARED AP RESPONSIBILITY. I am surprise it doesn't populate the vendor name and it defaults to withdrawals, rather than payables - I thought that would be a given - if ther...

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.

Would be nice if this software could process and make purchase orders with suppliers and larger connect them to inventory and invoices to be paid, when dealing with international suppliers need to be able to send professional looking PO's for cust...

Many customers would love to be able to create invoices from the app. That is their main request.

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...

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.

This was a feature available in Agexpert Analyst. Deposit window would show if the customer had a balance owing on their account.