Accounting - Web

I am am accountant and several years ago I changed all my account numbers to match CRA account numbers for corporations (ie fertilizer is 9662). This makes is it easy to relate to Schedules on tax returns for clients. If they see fertilizer as cod...

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...

Would be nice to add an aging receivable row of date ranges, ie. 0-30 days, 31-60 days, 61-90 days, 91+ days when generating a customer statement. I understand there is a report similar to this called "Aging Receivable", however it would be more "...

I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.

Notes section for each grain bin to write a short note about moisture tests, quality, etc.

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...

Will only allow ATB Personal to connect.

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...

After a payment has been made it would be nice to email a remittance slip straight from the program to the customer you paid