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Trial balance on dashboard

I would like to be able to drill down to transactions from a trial balance on the dashboard
about 1 month ago in Transactions

When adding a line in a withdrawal transaction, it would increase efficiency if it would automatically start as an EX line rather than being blank.

This would simply save some clicks. Currently the tab has to be clicked every time, but a typical transaction has multiple expense lines. If it is something different, like a PP, it wouldn't add any time to change it to PP from EX from the time th...
11 months ago in Transactions Planned

Reorder items when creating payables or receivables

When entering lines in a payable charge for example, when you edit it, there is no way of reordering it so it makes sense to the customer.
about 2 months ago in Transactions

Ability to view Enterprise report without downloading

Hi, currently we can only download an Enterprise report to Excel. I would like to be able to view the report and export to pdf if I want to.
13 days ago in Reports

Trial Balance Report

It would be helpful to have the choice to allow accounts with zero balance in the Trial Balance Report to drill down and see transactions, and know whether everything balances. Right now once an account is zero, you do not see it in the trial bala...
2 months ago in Reports

Review payroll before run payroll

I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
10 months ago in Payroll

limit access to come users....

I would likek to give access to an employee for payables and receivables only. Can you create a user and limit access - i.e. no payroll access...
about 2 months ago in Setup

Cashflow - auto fill features

Similar to AgExpert Analyst, a customer expressed they would like us to add some auto-fill features to the cashflow tool, notably: Auto-fill projections by actual or budget values
3 months ago in Reports

Option to email pay stub to employee directly from payroll module

In order to send an employee an electronic copy of their paystub, it must be downloaded from the program and then sent via email. The paystub must be named to differentiate it and there is significant risk in getting pay stubs accidentally emailed...
6 months ago in Payroll

Add the ability to add accounts to the COA through journal entry

We cannot currently add accounts to the chart of accounts when entering a journal entry - we should be able to add accounts on the fly through the journal entry as we are able to do that through the withdrawal/deposit function.
8 months ago in Transactions Planned