Transactions

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 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 ...

It is a waste of time when doing receivables and you are selling 2 things, as soon as the first line is out of balance it automatically puts a unit price in, but the second line doesn't. I always have to delete the unit price in the first line bec...

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.

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.

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...

When making a sale that has numerous loads, it is not uncommon to give every load it's own income line in the transaction, even if every line is using the same income account. When adding a row, the newly added row doesn't auto-populate with the d...

I would like to be able to find transactions within the chart of accounts. I can remember land rent not when, to whom, or how much.

The ability to type continuously as a filter is available in all search bars throughout Accounting software EXCEPT in the transaction template window. I have over 100 templates, and this lack of a feature could be the point where I go back to my o...

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...