Transactions

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...

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 ...

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...

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...

When searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.

Allow for improved speed when entering recurring general journal entries that can't be entered as a regular withdrawal or deposit entry. We use these often for any entries related to intercompany transactions.