Accounting - Web

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 ...

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...

Some vendors have different terms and I would like to have my payables show when they are due - i.e. some vendors are 15 days, some 30 and some the end of the growing season- fixed at Nov 30. This would be very helpful

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...

I would like to be able to get an API token, I have other software and I have to enter everything twice, this way I can just use my other software, Quick books give me an API so I can bring in invoices or bills in from another system

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement

It would be nice to be able to address envelopes from the program instead of having to hand write them.

In the planning tool, can a multi-year cashflow be added. It could look similar to the FCC Analyst tool that Relationship Managers are already using for loan applications.

Then I do not have to go back into past years and edit transactions that will then possibly have an impact on past reconciliations