Transactions

I really like the accounting app for scanning receipts and would like to be able to Match those to my uploaded statements or connected bank accounts. I'm running into most of the issues with credit card transactions because the dates don't line up...

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 we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....

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...

Allow for improved speed when entering recurring general journal entries that can't be entered as a regular withdrawal or deposit entry. We use these often for any entries related to intercompany transactions.

Having the ability to have default accounts for Income and Expenses is a big step However, it would be nice to have default accounts for Equity transactions. This would be helpful in a situation where a lot of equity transactions are used.

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)

It would be really nice if there was an option to clear old payables or receivables in the next fiscal. Often the accountants post entries on the GJ that don't jive with current payables or receivables so I have outstanding from years back and no ...

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.

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...