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Saved item descriptions for invoices

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.
Guest 6 months ago in Transactions 0 Shipped

first letter search

under transactions, when searching for a supplier, you have to scroll to find the one you are looking for. Can you add the quick search where if you type a letter it takes you to all suppliers that start with that letter.
Guest 7 months ago in Transactions 1 Shipped

See balance on a payable or receivable when you choose from the with withdrawal screen

In analyst, when making a payable payment, you could see the balance on the payable account when you chose the account from the list. This was helpful in making sure what you were paying was correct and that all your invoices were entered. Same fo...
Guest 3 months ago in Transactions 1 Shipped

Can we show on the transactions page if a receipt has been attached

Some kind of paperclip or attachment emoji so you can see easily.
Guest about 1 year ago in Transactions 1 Shipped

Please provide a universal search function, same as in AgExpert Analyst

I relied heavily on the ability to search all the transactions in our database when I used Analyst, using the edit transaction function. Please add that to Accounting.
Guest over 1 year ago in Transactions 1 Shipped

easier navigation of transaction screen

when in the transaction screen there are a lot of mouse clicks. would be nice if when using the tab function the box you are on was highlighted more and easier to identify where its at or in the case of if its a drop down box it automatically open...
Guest over 1 year ago in Transactions 3 Shipped

Transaction screen efficiency- Auto-select account when you hit tab after searching for it

1) Enter a withdrawal transaction. Tab through to the account box 3) Press spacebar to bring up account picker window 4) Type an account number, even if it matches and shows up in the list you have to click on it with the mouse or use the directio...
Guest about 1 year ago in Transactions 2 Shipped

Transaction list next page button

Now that you have changed the transaction list screen to show 50,100,250 items, it would be nice to have a next page link at the bottom of the list.
Guest 10 months ago in Transactions 0 Shipped

Formatting issue: Commas needed in dollar figures when adding a transaction

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.
Guest about 1 year ago in Transactions 0 Shipped

Scan images rather than taking pictures to attach posting documents to transactions

I would really really like to have the option of uploading a file instead of taking a photo to attach to a transaction, and to have the option of doing this from a desktop instead of having to use the mobile app. Having multiple pages, and a clear...
Guest almost 8 years ago in Transactions 7 Shipped