Desktop version of analyst allowed you to view by account the transactions whether a debit or credit. In accounting on the web, it's all together but grouped by debit or credit. That makes it difficult to sort through to see where I left off in my...
Add a field box to enter a supplier/customers GST Number
When setting up a customer/supplier would be nice to have a spot to enter their GST/Business number. Would be beneficial if ever have a GST Audit. Currently I enter in the notes.
Add a date range filter under purchases/transactions and sales/transactions
This would make it easier and faster for a user to see transactions entered outside of their current fiscal year selection. Presently you would need to change fiscal years, re-open the transactions, look through, and then flip back, which is espec...
Printing Cheques from Payable Charge Accounts and Automate Transactions
We are having an issue where amounts are to be recorded into accounts payable and then approved to be paid before cheques can be printed. We are looking for a way to print a cheque based on the payables entries and include multiple payables on tha...
There are some users who would like to use the bank rec. feature but don't, because they are overwhelmed by the fact they have years of uncleared entries that carried forward, making it rather difficult to focus and filter thru every time. The cur...
Being able to navigate the date selection similar to AgExpert Analyst.
This was very helpful especially when choosing a date that was months or years in the past. I always appreciated how much easier it was in Analyst then other accounting programs I use.
Not sure exactly where to begin, but a more concise summary of actual cash flows in and out monthly for the past 5 years or so would be helpful at a glance for planning current year cash flows.
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Planned