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Transactions

Create a Duplicate/Create a Copy option

It can be a quick and easy way to be able to create copies of invoices or expenses without having to use the template feature.
Guest almost 3 years ago in Transactions 0

To be able to use tax codes for other provinces that your business buys from or sells to.

When setting up your business information, you should be allowed to pick which provinces that you do business in, so the proper taxes are used. For example in my case my farm is in Quebec but we border Ontario. All the farm dealers are in Ontario,...
Guest over 3 years ago in Transactions 1

Cancel button verification

transaction screen - add a verification step to the cancel button.. or move the button into a different space. Currently, it is too easy to hit the button by mistake when adding a line.
Guest over 2 years ago in Transactions 1

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
Guest 9 months ago in Transactions 1

Transactions récurentes

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année
Guest 9 months ago in Transactions 0

Collaborate with Auto Entry, Dext etc.

would be beneficial to be able to streamline entries with the help from popular third party apps.
Guest over 2 years ago in Intégrations / Transactions 0

General transaction user interface improvement

When adding a row to a transaction, need to use shift+tab 5 times to move active box to transaction type window. Can active box default to transaction type? Transaction type drop down reacts differently if clicked into, vs tabbed into. When tabbin...
Guest 10 months ago in Transactions 0

Immobilisations

Bonjour, j'aimerai pouvoir ajouter ou retirer des monatnt sur mes immobilisations existante. Par exemple, pouvoir ajouter 5000$ de modification d'équipement sur une immobilisation déjà exitante dans la liste au lieu d'avoir une autre immobilisatio...
Guest almost 2 years ago in Autre / Transactions 0

Have reverse transactions happen in the background and only see in a specified Audit Trail.

If you could have the reverse transactions happen in the background and just have an Audit Trail that would keep track of that, so we do not need to have all those reversed transactions showing up in bank reconciliations, etc..
Guest 12 months ago in Transactions 1 Already exists

Autofill Description & unit price for customers

This was feature that was available in the point of sale window for the Agexpert analyst. It was great when a customer had the same purchases each time and it would also remember that a certain account code went with an item like a bag, etc.
Guest almost 3 years ago in Transactions 0