Transactions

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.

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...

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.

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 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

This would help reduce the number of times I need to enter transactions for accrual accounting. When entering a payable charge, I would also like the ability to enter the date and account that the payable payment comes from. Effectively entering 2...

When adding a new supplier, make the process quicker for the user to enter the information by forcing the format. For example, the format of the postal code is very specific for Canada. X#X#X# - force the criteria - only permit the number and the ...

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...

ëtre en mesure de payer 2 fournisseurs sur le même chèque ou retrait