I've been kicking around the idea of creating "Transaction Templates" or "Transaction Builders" to assist customers with common transaction entries that cause phone calls in support. This includes capital asset purchases & sales, AgriInvest tr...
I need a way to filter my customers, suppliers, and employees so that I can quickly find the information I am looking for.
On behalf of a user:
I have a lot of employees coming and going and I need to update information constantly. My employee list is quite long, and I need a way to filter and quickly find the employee I want to update. I also need a fast way to set u...
Add a checkbox on the pending transaction import screen that allows me to hide those transactions that match
Customer reported, when import bank transactions, sometimes she overlaps the dates to the see the end of the previous month. she would like to hide those, because the have already been matched and imported.
For AR report allow for customization like omitting customers with 0 balances. This functionality was lost from the desktop version. The huge A/R Report that is the only option is not useable. We only want to see the customers who have A/R.
Allow a user to rename blue headers in chart of accounts
Presently you cannot rename the blue headers in the chart of accounts. If you picked the wrong category in the setup wizard like cereal crops, when you add account 4001 for example the header still shows Cereals, when it may not actually be a cere...