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Clean up the excel and csv reports to use fewer columns. The current format is difficult for trial balance and income and expense.

No description provided
over 1 year ago in Reports 0

Indication whether a file is added or not

It would be nice to see if a file/invoice is included from the transaction screen. I have some invoices added in and others are still paper copies. Even if there was a heading with file, and check mark in the transactions including a invoices.
9 months ago in Transactions 2 Already exists

General transaction user interface improvement

When adding a row to a transaction, need to use shift+tab 5 times to move active box to transaction type window. Can active box default to transaction type? Transaction type drop down reacts differently if clicked into, vs tabbed into. When tabbin...
9 months ago in Transactions 0

Collaborate with Auto Entry, Dext etc.

would be beneficial to be able to streamline entries with the help from popular third party apps.
over 2 years ago in Integrations / Transactions 0

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 2 years ago in Setup 1

add the filter by audit number to the online version

No description provided
over 1 year ago in Reports 1 Already exists

$ per head feature

we have a cattle on farm would be helpful if the program would calculate the $/ head price with all cattle sold over the year. class of cattle individually calculated. For agristabily we have to manually figure out the sold price over the year whi...
over 1 year ago in Inventory / Reports 0

Total of FMV for each capital asset per class

These values, at present have to be manually totaled
over 1 year ago in Reports 1

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 2 years ago in Setup 0

T4's- clean-up previously generated forms download list

When you generate a t4xml file it puts it in a previously generated forms list for users to download again later. While it makes a sense to keep this for archive purposes, the list can be long, messy, and not very easy to sift through and use. Som...
over 1 year ago in Payroll / Reports 1