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Accounting - Web

Ability to copy budgets forward

A few customers have requested the ability to copy budget values forward, as this would save them a lot of time each year.
about 3 years ago in Other 0

Add a Statement of Business Activities T2125 for Associated enterprises

Some farms also have a related business that isn't reported on the T1273/1163. Example Seed retail or a custom business that is associated but reported separate. Also, a few non farms use the program (Ex spouse has a home business) It would be hel...
8 months ago in Reports 0

Advanced Inventory

Would love to see it displayed with the grades under each heading tabbed in so it sperates better. Also would love to have an option to expand or close each heading all at once. It can get very confusing.
almost 2 years ago in Inventory 0

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
over 1 year ago in Transactions 0

General journal screen - Auto-calculate out of balance difference

It would be a much better user experience if the journal screen showed what you were out of balance by instead of forcing the user to calculate manually.
almost 2 years ago in Transactions 1

Default for viewing income statement

I would like to be able to set the reporting of the income statement to accrual rather than having to select it each time.
8 months ago in Reports 1

Be able to simultaneously record a payable charge and payable payment in same transaction entry screen

This would help reduce the number of times I need to enter transactions for accrual accounting. When entering a payable charge, I would also like the ability to enter the date and account that the payable payment comes from. Effectively entering 2...
8 months ago in Transactions 0

Sorting in outstanding Receivables/Payables reports

Would like there to be sort by invoice number in Outstanding Receivables and Payables reports. I used that monthly or more in Analyst. Right now I am told just export to excel and sort there. For such a complicated accounting system, I am sure the...
8 months ago in Reports 0

STREAMLINING ADDING A NEW SUPPLIER

When adding a new supplier, make the process quicker for the user to enter the information by forcing the format. For example, the format of the postal code is very specific for Canada. X#X#X# - force the criteria - only permit the number and the ...
8 months ago in Transactions 0

Additional options for supplier/customer default accounts

Add additional ability to default supplier transaction to not only an income/expense account, but to shareholder loan, or an A+/A-/D+/D-/L+/L- account. EX: FCC payments are always Loan interest as well as the L- account. Is there a way to have 2 t...
almost 2 years ago in Transactions 1