Ideas

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!

Many vendors are the same for each customer. Would be nice to be able to have a supplier list and be able to import into another file. (This would be a feature for accountants/bookkeepers) as every file has the same vendors that need to be Keyed m...

Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)

would it be possible to be able to pick when printing reports such as general ledger or bank Rex’s to be able to pick between single or double spaced?

On the transaction list pages, having a check mark (maybe on far right side) to indicate that this transaction has been included in a bank reconciliation.

Users want to be able to press the ellipsis button and select reverse, instead of having to go into the transaction first. Saves time. A few people have said it is frustrating the way it is now.

When you generate a t4xml file it puts it in a previously generated forms list for users to download again later. While it makes a sense to keep this for archive purposes, the list can be long, messy, and not very easy to sift through and use. Som...

A bookkeeper requested the ability to share her account witha user who enters solely invoices and quotes, but she doesn't want him to be able to view or be able to edit anything else. This would make it easier to manage invoices and payments becau...

Accountant's that have taken the course and become registered experts should also have the ability to create at least one temporary file to use as a training tool.

Would be great if the app could simply track hours if the employee is set to hourly or if they're set to Salary that they can check off the days they worked in a pay period. (Make pay period editable by the payroll administrator on set up) Would b...