Ideas

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.

Presently you have to press download invoice, then open the pdf and then print the invoice, and I had a few customers request the ability to hit the 3 dots and quickly print an invoice directly.

Create a cash flow report where you could see the "actual" and "projected" on the same report

Customer requested the ability to hide reversals on earnings and deductions report, so when he gives the report to his employee it looks more professional.

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

On the transaction list pages, having a check mark (maybe on far right side) to indicate that this transaction has been included in a bank reconciliation.

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...

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.

Please make it so that capital assets can be traded in on a newer ones without having to use general journal entries! So frustrating! A lot of the time we purchase a piece of equipment, trade in our old one for the new one, set up a loan but don't...