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Be able to select a transaction from my bank statement upload and match it to my scanned receipt from accounting app

I really like the accounting app for scanning receipts and would like to be able to Match those to my uploaded statements or connected bank accounts. I'm running into most of the issues with credit card transactions because the dates don't line up...
about 16 hours ago in Transactions 0

Add a Statement of Business Activities T2125 for Associated enterprises

Some farms also have a related business that isn't reported on the T1273/1163. Example Seed retail or a custom business that is associated but reported separate. Also, a few non farms use the program (Ex spouse has a home business) It would be hel...
2 days ago in Reports 0

Ability to share read-only

I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...
6 days ago in Accounting - Web 1

Prepopulated description on purchases and sales

In the desktop version the description line was automatically populated with the supplier or customer name and could be added to or amended if needed. I would like to see that in the online version.
6 days ago in Transactions 1

Record a payable payment form the payable transaction creen.

When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....
7 days ago in Transactions 0

Change New Year Inventory Grade

I need to change the grade of the new year opening inventory but can't until I have transactions. My data was transferred in so have 2 #2 Canola etc and want to make the program one what I use.
7 days ago in Inventory 1 Already exists

Loan summary page needed please

Could you please add a page when you create a loan to display the payment frequency, loan %, loan name. Something like the capital asset page so you can see all the details of a loan in one please.
about 2 months ago in Setup 1

Add default account on the fly

It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.
11 days ago in Transactions 0

Inventory accounts can have multiple units of measurement.

It is a pain keeping inventory accurate on chemical and seed when there are so many different package sizes / units of measurement. Would be nice to be able to have a different unit for every chemical and seed purchase or inventory adjustment so i...
16 days ago in Inventory 2

More flexibility in Income Statement/Balance Sheet report

I would like more options in the income statement and balance sheet, especially the option to show a monthly or quarterly report for the selected year.
18 days ago in Reports 2