Withdrawal transactions should default to expense selection in transaction box
Keyboard flow is not very good when entering transactions. You always need to use the mouse to select 'expense' and then get back to key board. Using the desktop version of the software as a template you could improve a lot of spots. Account also ...
Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)
Transaction Templates Available with Imported Transactions
Currently you can't access your transaction templates when importing transactions which doesn't make any sense. Please make the templates usable when importing transactions.
Indicate if a Transaction has been reconciled on main transaction list
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.
A summary view of income and expenses would be helpful. It would be beneficial to see a condensed report based on categories, instead of all the individual accounts that make up the category total
Users want to be able to press the ellipsis button and select reverse, instead of having to go into the transaction first. Saves time. A few people have said it is frustrating the way it is now.
Easier way to change dates on transactions when mistakes are made
Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...