Transactions

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.

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...

Ability to memorize journal entries, useful for recurring things like dividend payouts or manual cca calculations.

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..

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...