Rapports

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...

Would it be possible to add a filter option to sort by Class right in the software?

Can their be a column where the PST is totaled with the net asset cost as it is in Analyst? That is what is used for income tax purposes for farmers. Have to manually add the totals from the reports or put in excel to adjust.

Click on a specific chart of accounts and print/see what transactions make up the balance.

Some vendors have different terms and I would like to have my payables show when they are due - i.e. some vendors are 15 days, some 30 and some the end of the growing season- fixed at Nov 30. This would be very helpful

It would be nice to be able to address envelopes from the program instead of having to hand write them.

Then I do not have to go back into past years and edit transactions that will then possibly have an impact on past reconciliations

In the planning tool, can a multi-year cashflow be added. It could look similar to the FCC Analyst tool that Relationship Managers are already using for loan applications.

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...

Est-ce possible d'avoir un rapport des dépenses mois par mois pour vérifier si toutes nos dépenses sont bien entrées ?