All ideas

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...

1) Enter a withdrawal transaction. Tab through to the account box 3) Press spacebar to bring up account picker window 4) Type an account number, even if it matches and shows up in the list you have to click on it with the mouse or use the directio...

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

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...

Adding additional notes about the invoice/work done on the invoice. Was nice in AgExpert Analyst

This would super time saving for users who enter a lot of receivable charges and print off invoices often. Presently you need to save the entry, then click the 3 dots, then click print invoice. Instead, what if near the bottom right of the transac...

we would love this report so we are able to double check serial numbers and just to make sure everything is entered properly

I would like to see more options to customize the invoicing capabilities such as more than 1 option for logos (be able to use affiliated Company logos along with our own). More areas to have stated warranties, descriptions. etc. Have automatic rol...