Right now if an error is made during inventory entry the only way to correct it is to do another entry. It would be much better if you could click on the transaction and correct it much like a purchase or sale transaction.
Ability to add a statement to a bank rec as an attachment
A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.
It is a waste of time when doing receivables and you are selling 2 things, as soon as the first line is out of balance it automatically puts a unit price in, but the second line doesn't. I always have to delete the unit price in the first line bec...
Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.
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...
Inventory adjustment "Notes" section not viewable anywhere.
When making adjustments to our crop inventory, I filled in the "Notes" section with detailed reasoning for the adjustment. After the adjustment was made and it is viewed in the Inventory - Detailed page or the Inventory advanced page, you cannot s...
Invoices - file name of downloaded invoice should be customers instead of owner
Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...
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