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Setting up corporation short fiscal year less than 12 months

When setting up a new corporation that started on June 15,2024 and year-end of November 30, 2024, Only workaround is choosing a year-end date of April 15, 2025, complete the setup and then go under business information and changing the year-end to...
almost 2 years ago in Setup 0

Reports open in a new tab instead

It is presently time consuming to view multiple reports at once. Users and accountants need to do be able to view multiple reports at once for a variety of a reasons. Presently a user would have to click a report name, export it, and then return t...
over 5 years ago in  0

Ability to track cost of living

I'm not sure exactly how this would be accomplished but a customer requested the ability to track the cost of living, perhaps we could do this by being able to benchmark expense balances between multiple years.
almost 4 years ago in  1

Import memorized entries from Analyst files

A customer requested today that we upgrade the migration tool so that it imports memorized transactions as templates. Thank you!
almost 4 years ago in  0

simple help page

I live in an area where phone coverage is spotty and internet is slower. so having a help feature that can quickly explain each feature an how to use it properly would be huge. As I am a new farmer and trying to keep books as orderly as possible, ...
almost 4 years ago in  1

Bank rec. - Archive old entries option

There are some users who would like to use the bank rec. feature but don't, because they are overwhelmed by the fact they have years of uncleared entries that carried forward, making it rather difficult to focus and filter thru every time. The cur...
almost 2 years ago in Other 0

Have an icon in transaction reports, that would automatically load the last page of “transaction reports” when you requested to open the transaction report screen.

No description provided
almost 4 years ago in  2 Already exists

Being able to navigate the date selection similar to AgExpert Analyst.

This was very helpful especially when choosing a date that was months or years in the past. I always appreciated how much easier it was in Analyst then other accounting programs I use.
almost 2 years ago in Transactions 1

Tags and/or commodity allocations

The ability to tag or allocate transactions to commodity groups and view tag/commodity specific reports - allocations are a feature in analyst that are missed here
almost 4 years ago in  0

As a user I want to be able to view my clients overpayments on Statements

As a user I want to be able to view my clients overpayments on Statements. If all items are paid of on the statement i want to be able to generate a receipt of all paid.
over 7 years ago in  0