Transactions

I was doing a large invoice (3 pages) with lots of information that needs to be typed, and I accidently hit the cancel button and it closed. There should be a warning for when you accidently hit a button like close without saving or cancel to ensu...

When a customer has a credit and it is applied, it does not have an option for a description - it just shows an amount. I would like to have the ability to add a description even if it's "credit applied" or something similar to show them what the ...

Suggestion as written by a customer: "Is there a way that a cheque number field can be set up for withdraws (purchase transactions)? Currently the only option is to use the “Reference” field to enter the cheque number, then use the description for...

I would like to be able to "select all" in the invoice selection screen for payables payments

We always have to pick from drop down list. Type of transaction only works for first line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if...

I would like to see column added to the "receivables" and "Payables" pages that indicate if a payment has been applied to them, without having to pull up a report every time. It could be a simple check mark or something.

When entering lines in a payable charge for example, when you edit it, there is no way of reordering it so it makes sense to the customer.

I have 44 GJ entries to proof read. It would be more time effective if I could look at the first one then click a button to go on the the second one. Currently you review one, then cancel it and scroll back through the list to find where you left ...

In the desktop version the description line was automatically populated with the supplier or customer name and could be added to or amended if needed. I would like to see that in the online version.

I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.