Ideas

currently if typing account number or name, even if narrowed down to a single possible name, cannot press enter to select and move on.

It would make it easier and save time to find a missing entry that was accidently reversed. I had a customer with 20K+ entries and using the reports was very time consuming, the back and forth also made it risky as we had to set the filters each t...

Have the ability to hide mortgages and loans with a zero balance from the main Chart of Accounts to clean it up.

Make it easier to identify balances as you scroll through your accounts. The drill down would open up the g/l report for that account, maybe defaulted to "cash" and the "current fiscal year" filters. If the report could pop-out in a new tab instea...

Customer would like the option of adding a custom tax, such as the Carbon tax, in the options within Accounting.

Presently the only way to look up remittance charges is via the reports, and this can be a pain to rely on when trying to reconcile charges and payments as there is a ton of back and forth, and it's super easy to forget to change the filters every...

Most day-to-day entries are income or expenses. Scrolling down every time to pick the type in or ex is a bit of a pain. Instead of bumping up those 2 types to the top of the list I thought of a better idea... What if the type list was sorted and...

Please create a line where we can enter a Customer/Vendor name without having to save/set up a new customer. If it's someone I deal with one time and paid them immediately I don't want to have to save a customer in the system for them. Especially ...