Accountant's that have taken the course and become registered experts should also have the ability to create at least one temporary file to use as a training tool.
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.
Customer would like to see a pop-up option or some sort of reminder when invoices issued are now at 30 days overdue or something that you could enable if you wanted to that would trigger you to send a 30 day overdue notice to your customers.
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.
Ajouter un onglet afin de pouvoir déposer des documents (autres que des factures ou documents liés aux transactions) qui seront disponibles pour le comptable (Ex. Convention de prêts, Relevés bancaires, etc.)
A bookkeeper requested the ability to share her account witha user who enters solely invoices and quotes, but she doesn't want him to be able to view or be able to edit anything else. This would make it easier to manage invoices and payments becau...