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Transactions>Payables screen - Option to show payments or hide paid charges

Currently the transactinos > payables screen (and sales receivables) shows all charges, even if paid. Customers are currently using the reports > charge reconciliation reports to see which charges have been paid, but it could be useful if in...
5 months ago in Transactions 0

Ability to search many pages of expenses

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
over 1 year ago in Transactions 1 Already exists

Show transaction source in transaction entry screen by date/time stamp

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 ...
12 months ago in Transactions 1

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
over 1 year ago in Transactions 2

Numéro de facture / Bill number

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...
almost 3 years ago in Transactions 0

Account list

When changing accounts, it would be faster to have the list stay open instead of closing when you want to change accounts
6 months ago in Transactions 0

Trade in and purchase of captial assets with loan creation but no 1st payment.

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...
7 months ago in Transactions 1 Already exists

Add ATB Business as a banking option. Baffled that it doesn't exist in the list currently.

No description provided
over 1 year ago in Transactions 2 Already exists

Keyboard short cuts for saving transaction, etc

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.
over 2 years ago in Transactions 1

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...
7 months ago in Transactions 0