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Matching expense and inventory accounts

In the DESKTOP version: When posting an entry and the need to create an expense account which will be linked to an inventory account arises, the software offers the ability to add the inventory account to the chart of accounts at the same time. Th...
over 1 year ago in Setup 1

Create a Duplicate/Create a Copy option

It can be a quick and easy way to be able to create copies of invoices or expenses without having to use the template feature.
over 2 years ago in Transactions 0

Measurement unit conversion defaults

If I haven't already suggested this, is it possible to set up an option during the inital file set up to select "bushels" for grain transaction unit of measurement vs "Tonnes"? If this could be done universally, it would save setup time and confli...
over 1 year ago in Setup 0

General journal screen - Auto-calculate out of balance difference

It would be a much better user experience if the journal screen showed what you were out of balance by instead of forcing the user to calculate manually.
about 1 year ago in Transactions 1

Ability to "open in a separate window"

Client uses two monitors and would like to leverage them during his bank rec. to so that he can keep his transactions list open to edit them on the left monitor, while leaving his bank rec. window open on the right monitor. Right now he has to sav...
almost 6 years ago in  1 Will not implement

Create a monthly Accounts Receivable report with totals

Create a monthly Accounts Receivable report that breaks the charges and payment down per month and gives a total per month.
about 1 year ago in Reports 0

WCB/WSIB - Make a selection to process a quarterly remittance

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.
about 1 year ago in Payroll / Reports 2 Planned

Ability to copy budgets forward

A few customers have requested the ability to copy budget values forward, as this would save them a lot of time each year.
over 2 years ago in Other 0

Allow editing dollar amounts

Real nice accounting app. It would be nice if it allowed editing dollar amounts after scanning receipts. One of my reciepts had $0.00 on the bottom amount line and it got entered as $0 and I can’t seem to beable to edit it.
7 months ago in Transactions 1 Already exists

Conversion of units on the fly

For units on a transactions, if the user could select the units, so if the invoice is in MT but the inventory is set up as Bushels, the user can input the MT units and the system calculates the conversion to bushels for the GL detail, rather than ...
almost 6 years ago in  0