It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
when in the transaction screen there are a lot of mouse clicks. would be nice if when using the tab function the box you are on was highlighted more and easier to identify where its at or in the case of if its a drop down box it automatically open...
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 ...
When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...
It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
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.
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Planned