Transactions

Payroll has automatic cheque numbering. Withdrawal transactions paid by cheque should be the same. We use cheque number for reference number for finding past transactions.

Have more options for Payment Terms drop down menu. Require Net 15 to be added. Or have a customizable field for payment terms.

when in the transaction screen there are a lot of mouse clicks. would be nice if when using the tab function the box you are on was highlighted more and easier to identify where its at or in the case of if its a drop down box it automatically open...

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...

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...

1) Enter a withdrawal transaction. Tab through to the account box 3) Press spacebar to bring up account picker window 4) Type an account number, even if it matches and shows up in the list you have to click on it with the mouse or use the directio...

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.

I would really really like to have the option of uploading a file instead of taking a photo to attach to a transaction, and to have the option of doing this from a desktop instead of having to use the mobile app. Having multiple pages, and a clear...

Now that you have changed the transaction list screen to show 50,100,250 items, it would be nice to have a next page link at the bottom of the list.

You can no longer upload exel files with your transaction. We used to do this and now we can't . Why would you change that when many invoices that we pay are excel files.