Income and Expense Report - option to show zero balance accounts
This would be useful for those exporting an excel spreadsheet for long term projected budgeting. Would allow the ability to copy and paste into a template that showed all accounts.
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
A summary view of income and expenses would be helpful. It would be beneficial to see a condensed report based on categories, instead of all the individual accounts that make up the category total
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...
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...
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.
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