Ideas

I recently helped a customer clean up their cca asset accounts in the chart of accounts It was a bit of a mess...They were able to add subaccounts to the 1800 classes, and because they put opening balances in we couldn't delete them after. The cus...

I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. Fo...

Have the ability to hide mortgages and loans with a zero balance from the main Chart of Accounts to clean it up.

If someone was operation two business that co-relate to one another and wanted them under the same datafile, but created separate invoices for each company for their customers, it would be ideal to save them both and just select which one you want...

Need to add button that is on desktop please.

Presently you need to open transaction in order to reverse it, which is time consuming. It would be more convenient if in the Transactions list windows had a reverse transaction icon at the end of each row, and also allow a user to check multiple ...

It is difficult to see the invoice templates to choose from in Accounting. Can we program it so that if you hover your mouse over one of them a pop-up preview shows up? Thanks

Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...

Client would like functionality with transaction entry that would allow for discounts received on invoices to be shown as part of the overall entry.