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Accounting - Web

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Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
3 months ago in Transactions 0

Supplier/Customer default accounts should also work when adding a row.

When making a sale that has numerous loads, it is not uncommon to give every load it's own income line in the transaction, even if every line is using the same income account. When adding a row, the newly added row doesn't auto-populate with the d...
4 months ago in Transactions 0

type in transaction template

I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.
about 1 month ago in Transactions 0

Inventory adjustment "Notes" section not viewable anywhere.

When making adjustments to our crop inventory, I filled in the "Notes" section with detailed reasoning for the adjustment. After the adjustment was made and it is viewed in the Inventory - Detailed page or the Inventory advanced page, you cannot s...
3 months ago in Inventory 1

Add column to "Receivables" and "Payables" to indicate if a payment has been applied.

I would like to see column added to the "receivables" and "Payables" pages that indicate if a payment has been applied to them, without having to pull up a report every time. It could be a simple check mark or something.
5 months ago in Transactions 0

in the receivable charge we need a "Due on the 15th of the month, Or Due on the 31st of month"

When I send out bills i want them to pay by end of Month or on the 15th of every month.
16 days ago in Accounting - Web 0

Default Reports to sort by date

As an accountant, I generally want reports sorted by date rather than transaction number. It would also be nice if users can set-up their own defaults for reports
8 months ago in Reports 1

Cash Flow Tools needs comments section and more flexibility in reporting

The Cash Flow Tool needs more detail and flexibility in generating reports. An option to add comments would help when reviewing a report because as the year progresses, it can be difficult, if not impossible, to remember what rationale went into t...
18 days ago in Other 1

Year-end adjusting entry - adding accounts

There should be the ability to add new accounts when you're in the year-end adjusting entry screen. Currently if you get half way done and realize you need a new account, you have to close out of the screen, go and add the account, and then come b...
6 months ago in Integrations 0

Ability to export ROE to xml format

Customer requested the ability to generate ROE xml files for upload to CRA's website.
5 months ago in Payroll 0