Transactions

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...

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...

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...

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

If you could have the reverse transactions happen in the background and just have an Audit Trail that would keep track of that, so we do not need to have all those reversed transactions showing up in bank reconciliations, etc..

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

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...

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.

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...