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Accounting - Web

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Show Aging Receivable Date Ranges on Statement

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 "...
5 months ago in Reports 0

Allow monthly comparative income expense report over 2 fiscal years

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.
5 months ago in Reports 0

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
6 months ago in Reports 0 Planned

Les comptes de TPS et TVQ devraient pouvoir êtres modifiés directement à 50% ou autres sans avoir à le faire pour chacuns des comptes de dépenses, immobilisation et revenus

No description provided
about 2 months ago in Setup 0

Ability to import data from Simply Accounting

I have had a few customers lately that have requested a tool to import data from Simply Accounting (known as Sage50 now). Ideally chart of accounts and contacts from a csv format.
8 months ago in Other 0

liste des fournisseurs

J'aimerais pouvoir imprimer la liste de fournisseurs avec leur coordonnées pour mes registres Canadagap
3 months ago in Reports 0

Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
10 months ago in Reports 0 Planned

when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
7 months ago in Transactions 1 Planned

AgExpert Field - Notes Section

Notes section for each grain bin to write a short note about moisture tests, quality, etc.
4 months ago in Other 0

edit screen for pay cheques

Need a easier way to view each employee payroll (benefits and deductions) then flipping between the 2 screens. When you have 20 employees it gets confusing and lost. Analyst system was easier as you reviewed each individual employee then moved to ...
9 months ago in Payroll 1