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Accounting - Web

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Add option to import Vendors

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...
12 months ago in Setup 0

Ability to create a quote

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!
over 2 years ago in Transactions 1

Printing preferences

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?
12 months ago in Reports 0

T4's- clean-up previously generated forms download list

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...
12 months ago in Payroll / Reports 1

Ability to create test files as an accountant

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.
about 1 year ago in Other 2 Already exists

Dépôt de documents

Ajouter un onglet afin de pouvoir déposer des documents (autres que des factures ou documents liés aux transactions) qui seront disponibles pour le comptable (Ex. Convention de prêts, Relevés bancaires, etc.)
about 1 year ago in Other 0

Production de T4A

Être capable de générer les feuillets fiscaux T4A et R1 pour les sommes payées à des travailleurs autonomes
about 1 year ago in Payroll / Reports 0

Link field activities to payroll so that weekly hours worked are automatically populated into payroll.

No description provided
about 1 year ago in Integrations / Payroll 0

Rapport dépenses par mois

Est-ce possible d'avoir un rapport des dépenses mois par mois pour vérifier si toutes nos dépenses sont bien entrées ?
about 1 year ago in Reports 1 Already exists

In/Ex and cashflow reports - Show month to month filter

I had a few customers request that they want to be able to see their income expenses, either on the reports, or the budget and cash flow tool on a month to month basis.
about 1 year ago in Reports 0