Add customer number on the Invoices and Statements
As a user, I would like to be able to configure a customer number on the customer profile. That information should pull on to the invoices and statements
This was feature that was available in the point of sale window for the Agexpert analyst. It was great when a customer had the same purchases each time and it would also remember that a certain account code went with an item like a bag, etc.
transaction screen - add a verification step to the cancel button.. or move the button into a different space. Currently, it is too easy to hit the button by mistake when adding a line.
A way to delete obsolete automated description entries in transaction entries
I must have hundreds of automated descriptions that I no longer use after so many years, yet must see them all whenever I start entering a description entry. It's frustrating & a waste of time - there must be a way that clients could delete de...
A bookkeeper called in stating she had a client who accidently entered a ton of transactions in the past year instead of the current year We don't have a batch reversal too so it was a bit cumbersome to go reverse and re-enter all the transactions...
I had a customer today request that, like Analyst used to have, we have an option under business information>payroll taxes, that allows users to separate pst paid to the pst paid account instead of being rolled into expenses.
Privacy screen setting in payroll - hide sensitive information like payroll values when working in payroll transactions and run payroll.and
I often have other people in my office and if I need to open the payroll section - everyone's paycheque amount shows. I would like to be able to toggle on and off being able to see the amounts. QBO has a "lock" button to toggle the privacy on and ...
Total the sub-accounts on income and expense report
Example: "Repairs" is the sub account and there are multiple types of repair expenses within like machinery, fence, truck, and building. Right now, the income and expense report gives totals of each individual account. I would like it to also give...
It would be nice to have an actual calendar year PD4R report generated, as opposed to looking at each months remittance, (needing to change fiscal years).
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