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Accounting - Web

Add the Chart of Accounts to Transaction Search

I would like to be able to find transactions within the chart of accounts. I can remember land rent not when, to whom, or how much.
4 months ago in Transactions 1

template transaction continuous filtering

The ability to type continuously as a filter is available in all search bars throughout Accounting software EXCEPT in the transaction template window. I have over 100 templates, and this lack of a feature could be the point where I go back to my o...
6 months ago in Transactions 2

Default GST/PST for chart of accounts

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...
6 months ago in Setup 0

Auto Populate new employee number

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.
6 months ago in Payroll 0

On the inventory Adjustment screen, can you freeze the pane at the top so that you don't have to scroll to the top every time you want to change a commodity

No description provided
over 1 year ago in Inventory 1

Pay Period Start Date

It would be beneficial to include an option for entering the payroll period start date to ensure accuracy and flexibility in processing.
11 months ago in Payroll 4

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 ...
about 1 year ago in Transactions 0

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...
over 1 year ago in Transactions 0

Preview bank rec report

I found it very useful to be able to 'preview' the bank reconcilation report so that I had total deposits and total withdrawals showing. This was helpful to find reconciliation issues
3 months ago in Reports 0

Invoice and statment with late payment interest added

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...
about 2 years ago in Reports / Transactions 1