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Accounting - Web

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Invoice templates

I would really like to see some more options on the invoice templates. If for example I use the orange template, I like how my information versus client information lines up, but the colour is a sweet orange, does not go with my logo which is blue...
about 2 months ago in Other 0

Ability to email receipts into the pending transactions

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...
5 months ago in Transactions 0

Print cents (00/100) when writing amount on cheques where amount is even dollars

Print cents (00/100) when writing amount on cheques where amount is even dollars
2 months ago in Other 0

Ability to view an invoice without downloading

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
6 months ago in Reports 0 Planned

List of memorized entries and reoccur

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...
8 months ago in Transactions 0

Show transaction source in transaction entry screen by date/time stamp

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 ...
about 2 months ago in Transactions 1

Line for purchase order numbers

currently there is a line for invoice number but no line for customer purchase order number when making a invoice
2 months ago in Setup 0

Customizing CNESST frequency

Accounting is only allowing Monthly remittances. It would be good to be able to customize the frequency as needed, quarterly and annually.
5 months ago in Payroll 0

Track inventory adjustments and or report notes as transactions for audit purposes

I had a customer today state that whenever they do an inventory adjustment, they include notes with important details, but the information gets lost because inventory adjustment transactions can't be edited and the notes don't show up in any repor...
about 1 year ago in Inventory / Reports 1

calculate additional deduction as % of gross

When doing SAWP payroll I have to deduct a percentage of the gross payroll. I have to go to employee set up each week and change the deduction amount (which I calculate in an excel spreadsheet) based on their actual pay that week - can you put an ...
7 months ago in Payroll 1