Transactions

I want to be able to sort by invoice number when entering Receivable payments. It seems that Audit numbers are very important to this program and I don't know many bookkeepers who know transaction or look for transactions by audit number.

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 changing accounts, it would be faster to have the list stay open instead of closing when you want to change accounts

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.

Please make it so that capital assets can be traded in on a newer ones without having to use general journal entries! So frustrating! A lot of the time we purchase a piece of equipment, trade in our old one for the new one, set up a loan but don't...

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

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...

When we enter an invoice number from a supplier please ensure that we cannot enter the same invoice number in the same supplier. This would avoid duplicate payments. /// Lorsque nous entrons un numéro de facture d'un fournisseur svp faire en sorte...