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Have a "flag" option for ask my accountant

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
11 months ago in Transactions 0 Planned

Ability to search many pages of expenses

When searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again
6 months ago in Transactions 1 Already exists

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
4 months ago in Transactions 0

Duplicate invoice#/reference Warning

When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.
10 months ago in Transactions 2

when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
7 months ago in Transactions 0 Planned

Easier way to change dates on transactions when mistakes are made

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...
9 months ago in Transactions 0

Ability to search transactions by category like Income or expenses

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.
9 months ago in Transactions 2

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
7 months ago in Transactions 2 Planned

Formatting issue: Commas needed in dollar figures when adding a transaction

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.
10 months ago in Transactions 0 Planned

Transaction list next page button

Now that you have changed the transaction list screen to show 50,100,250 items, it would be nice to have a next page link at the bottom of the list.
6 months ago in Transactions 0 Planned