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...
under transactions, when searching for a supplier, you have to scroll to find the one you are looking for. Can you add the quick search where if you type a letter it takes you to all suppliers that start with that letter.
See balance on a payable or receivable when you choose from the with withdrawal screen
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...
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.
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.
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...