Be able to select a transaction from my bank statement upload and match it to my scanned receipt from accounting app
I really like the accounting app for scanning receipts and would like to be able to Match those to my uploaded statements or connected bank accounts. I'm running into most of the issues with credit card transactions because the dates don't line up...
Ability to deposit multiple RP in the same transaction including multiple customers
Customers deposit multiple cheques at the same time, not always from one customer. To keep the paper trail consistent with bank reconciliation customers would like this feature enabled. You are currently restricted on one customer and their receiv...
It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...
Record a payable payment form the payable transaction creen.
When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....
I need to change the grade of the new year opening inventory but can't until I have transactions. My data was transferred in so have 2 #2 Canola etc and want to make the program one what I use.
It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
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