I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
We always have to pick from drop down list. Type of transaction only works for fist line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if ...
EFTs becoming more popular as a way to pay. The EFT is designed to pay many suppliers with one transaction (one amount goes out of my bank but gets dispersed to many accounts payable). There does not seem to be a way to do this and apply that paym...
Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version
I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
I BEGAN USING THE UPLOAD INVOICES - AN EFFORT TO MORE TOWARD PAPERLESS AND SHARED AP RESPONSIBILITY. I am surprise it doesn't populate the vendor name and it defaults to withdrawals, rather than payables - I thought that would be a given - if ther...
As I customer i want to be able to access the "Connect to Support" from the dashboard
Placing the “Connect to Support” button prominently on the dashboard enhances user experience and operational efficiency. By providing immediate access to assistance, users can resolve issues quickly without navigating through multiple menus, redu...
It would be nice to be able to pay employees by direct deposit, and have it auto-categorize, like QuickBooks allows. It’s a hassle to write cheques for payroll in today’s day and age, and keeping track of etransfers is not that straightforward or ...
I Notice we have Current Assets and Fixed assets. I would like to add "Other Assets" but the program does not allow to add a header account. Would be nice to have that option again, as we have it in Analyst
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