Be able to simultaneously record a payable charge and payable payment in same transaction entry screen
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...
It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement
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 ...
In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
In Ag Expert desktop there were a lot of keyboard shortcuts that I found useful instead of tabbing through to the save button, I would like to see a key board short cut and for the other common actions such as loading a saved transaction.
General journal screen - Auto-calculate out of balance difference
It would be a much better user experience if the journal screen showed what you were out of balance by instead of forcing the user to calculate manually.
Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!
Additional options for supplier/customer default accounts
Add additional ability to default supplier transaction to not only an income/expense account, but to shareholder loan, or an A+/A-/D+/D-/L+/L- account. EX: FCC payments are always Loan interest as well as the L- account. Is there a way to have 2 t...
0