Transactions

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...

Ability to memorize journal entries, useful for recurring things like dividend payouts or manual cca calculations.

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.

When viewing a Withdrawl or Deposit entry, and clicking on the paperclip to see the attached Receivable or Payable Charge transaction, you can't see the details of the charge when clicking on the transaction number hyperlink. Sometimes, account de...

Presently you have to press download invoice, then open the pdf and then print the invoice, and I had a few customers request the ability to hit the 3 dots and quickly print an invoice directly.

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.

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)

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