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Transactions

Rec Chg unit price

When I do a receivable charge and need to add a line it always puts a unit price in the first line. Sometimes it adds unit price on the second line also. It is actually wrong because it shows price with GST and I take off GST after the full amount...
about 8 hours ago in Transactions

Allow cheque # field for Withdrawals or link payable payments to existing reference/cheque/invoice #'s

Suggestion as written by a customer: "Is there a way that a cheque number field can be set up for withdraws (purchase transactions)? Currently the only option is to use the “Reference” field to enter the cheque number, then use the description for...
1 day ago in Transactions

Addition of secondary account for bank transfers

This would be to include an exchange expense type account, it can be done under transactions instead and it works all the same but with the bank transfer option it would be nice as many farms are dealing with exchange on many items.
2 days ago in Transactions

Minimize a Transaction window

Sometimes when entering a transaction, such as payable charge etc. another transaction may need to be referenced or edited etc. Being able to minimize the data entry window and come back to it after making changes or referencing the information wo...
4 days ago in Transactions

Have the system ask if you are sure you want to cancel or exit an invoice without saving.

I was doing a large invoice (3 pages) with lots of information that needs to be typed, and I accidently hit the cancel button and it closed. There should be a warning for when you accidently hit a button like close without saving or cancel to ensu...
12 days ago in Transactions

Date Range for Transaction Search

The 'New Transaction Search' tab is very useful, however it lacks one thing that would be very helpful. That is to be able to search transactions over multiple fiscal years. Is this update coming? Do other people see the need for this as well?
about 1 month ago in Transactions

Keyboard shortcuts

Please add in keyboard shortcuts for transaction entry, eg. ALT S for saving, ALT C for closing... like we had in Analyst.
22 days ago in Transactions

Description line when applying credit notes

When a customer has a credit and it is applied, it does not have an option for a description - it just shows an amount. I would like to have the ability to add a description even if it's "credit applied" or something similar to show them what the ...
18 days ago in Transactions

Transaction search screen hard to use

While searching for duplicate refence numbers the transaction search screen reverts back to 50 per page and goes to the beginning of the search after correcting the error. It is just a waste of time to have to reset every time you need to delete o...
about 2 months ago in Transactions

ability to review transaction / journal entries by clicking next....

I have 44 GJ entries to proof read. It would be more time effective if I could look at the first one then click a button to go on the the second one. Currently you review one, then cancel it and scroll back through the list to find where you left ...
26 days ago in Transactions