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Accounting - Web

Showing 337 of 531

Disable ability to add sub-accounts to capital asset asset accounts

I recently helped a customer clean up their cca asset accounts in the chart of accounts It was a bit of a mess...They were able to add subaccounts to the 1800 classes, and because they put opening balances in we couldn't delete them after. The cus...
over 1 year ago in Setup 0

Work with Hubdoc and/or receipt bank for receipt and transaction the transfers

receipts can be scanned, emailed or retrieved from various suppliers and then transferred directly into the software. This eliminates the data entry for many users
over 7 years ago in Integrations 0

Password protect year ends for accountants

For accountants to be able to set up a password for a specific date to stop their clients from making back dated entries into a previous fiscal year where their accountant has already done Year End adjustment entries for them
over 7 years ago in Other 2

Hide Loans with a zero balance

Have the ability to hide mortgages and loans with a zero balance from the main Chart of Accounts to clean it up.
over 1 year ago in Setup 2 Already exists

I would like to be able to put my cattle ear tag numbers into accounting

No description provided
over 1 year ago in Transactions 0

To be able to use tax codes for other provinces that your business buys from or sells to.

When setting up your business information, you should be allowed to pick which provinces that you do business in, so the proper taxes are used. For example in my case my farm is in Quebec but we border Ontario. All the farm dealers are in Ontario,...
about 3 years ago in Transactions 0

Create more detailed cash flow report

I haven't upgraded for a long time so maybe this has been improved but the cashflow report on my version is not very useful. If you look at MB Ag's Farm Plan (Available Free) they have a very good cash flow statement that has a lot of detail for p...
about 3 years ago in Other 1

Bank transfers in Plaid

Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...
over 1 year ago in Transactions 0

Ability to see opening balances adjustments

I had a customer and her accountant express frustration when comparing a/r and a/p reports, to the general ledger report, specifically in how adjustments to opening balances were not shown on the GL. It would be nice if there was a way to easily s...
over 1 year ago in Reports 0

Ability to hide unit measurement unit

I have a customer that has some income accounts they use for services but do not track inventory. We can unlink an asset account from an income account (by selecting a blank option), but we can't do that to measurement units. Can we look into hidi...
over 1 year ago in Setup / Transactions 0