All ideas

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...

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...

Need to add more information sometimes and no where to put it.

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.

Customer had to disconnect and reconnect his bank to plaid to get around a 2factor error message, and all the entries appeared again to review even though they were entered. It would save users time if each entry in the review transactions screen ...

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.

It would be nice to have a list of the all recent transactions in a centralized location (dashboard). It is annoying to have to go into each section (purchases, sales, General Journal) to see what were the last transactions to check if/what has be...

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.

A bookkeeper requested the ability to share her account witha user who enters solely invoices and quotes, but she doesn't want him to be able to view or be able to edit anything else. This would make it easier to manage invoices and payments becau...

If you needed to make a comment/note to the customer regarding their order you would not have to enter it has a line item.