Configuration

The preset account categories are great for someone starting new or moving from analyst, but if you are moving from another program and keeping those account numbers the categories don't align (Ex. Canola Sales in Trucking Income section). It woul...

Presently it can be a tricky to highlight and copy/paste a balance you see in the chart of accounts, as it will open the account editor window. Can we make it so the balance column does not have a hyperlink to it, and anywhere else in the row it w...

Nous avons fait faire un logo par un graphiste pour justement l'insérer au module de facturation AgExpert, mais nous sommes limités à 100 ko et notre logo est de 566ko.... Je ne suis pas expert avec JPG et PNG donc je fais quoi? Il faut augmenter ...

It would save users and support team a lot of time if in the chart of accounts, under in/ex sections, there was a column called Linked that had a Y or N in it to indicate whether an account was linked to an inventory account or not. Right now you ...

When setting up a new corporation that started on June 15,2024 and year-end of November 30, 2024, Only workaround is choosing a year-end date of April 15, 2025, complete the setup and then go under business information and changing the year-end to...

I recently helped a customer clean up their cca asset accounts in the chart of accounts It was a bit of a mess...They were able to add subaccounts to the 1800 classes, and because they put opening balances in we couldn't delete them after. The cus...

Have the ability to hide mortgages and loans with a zero balance from the main Chart of Accounts to clean it up.

One file but separate companys. Set up so that transactions and transfers between companys only need to be entered once. Example - Bank transfer from Co.1 to Co.2 ........Enter the transfer into one company and it would automatically enter it in t...

I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. Fo...