Accounting - Web

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...

Would it be possible to add a filter option to sort by Class right in the software?

Being able to have multiple windows open in the program allows you to enter or edit a transaction and allow you to have a report open in another window to show the result and effect that transaction has on reports.

I would like to have the option to click Save and New to move to another General Journal Entry instead of only having the Save option.

When changing accounts, it would be faster to have the list stay open instead of closing when you want to change accounts

Can their be a column where the PST is totaled with the net asset cost as it is in Analyst? That is what is used for income tax purposes for farmers. Have to manually add the totals from the reports or put in excel to adjust.

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

Click on a specific chart of accounts and print/see what transactions make up the balance.

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.

I would like to be able to do a 12 month budget starting with any month. For example I currently have a budget(projection) for 2024 but would now like to do one for june 1 2024 to may 31 2025. I do not think that function is available.