It would be useful to be able to click an update button and request the program to update the pending/bank transaction list. This is a feature available in Quickbooks.
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.
AgExpert file to help with farm succession accounting when there is more than one (multiple) companys.
One file but separate companys. Set up so that transactions and transfers between companys only need to be entered once.
Example - Bank transfer from Co.1 to Co.2 ........Enter the transfer into one company and it would automatically enter it in t...
Transaction Screen for All Bank Accounts and Credit Cards
I would love to have a posted transaction screen for each account, credit cards and loans....not just a report to pull everything up. Something that looks like the bank rec screen.
I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. Fo...
Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...
I have a customer that has some income accounts they use for services but do not track inventory. We can unlink an asset account from an income account (by selecting a blank option), but we can't do that to measurement units. Can we look into hidi...
It would be helpful to be able to leave an invoice open when you are doing custom work for example. You can keep adding charges as you complete jobs for the customer until you are ready to finalize the invoice and send it.
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