Accounting - Web

This would be to include an exchange expense type account, it can be done under transactions instead and it works all the same but with the bank transfer option it would be nice as many farms are dealing with exchange on many items.

Is it possible to have standard account settings for GST/PST? For example, there is never going to be GST/PST on things like interest, service charges, livestock, seed, etc. Having to go and remove them on each account is time consuming and frustr...

It's a pain to have to go back and look up the last used. this was a function on analyst not sure why it was removed.

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...

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...

When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.

I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...

Example would be invoicing same client for trucking , multiple loads per day to multiple delivery points. Customer would like 1 invoice twice per month but details on each delivery with price of each delivery separate. Currently create an invoice ...