Transactions

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement

Add additional ability to default supplier transaction to not only an income/expense account, but to shareholder loan, or an A+/A-/D+/D-/L+/L- account. EX: FCC payments are always Loan interest as well as the L- account. Is there a way to have 2 t...

In Ag Expert desktop there were a lot of keyboard shortcuts that I found useful instead of tabbing through to the save button, I would like to see a key board short cut and for the other common actions such as loading a saved transaction.

would be nice when entering a transaction if the program could through a flag when a duplicate amount has been entered instead of waiting till you reconcile to find it.

Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!

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...

have the option to "pin" a supplier in the purchase screen so if you are doing multiple invoices for the one supplier you dont have to keep picking them everytime you do each invoice

would be beneficial to be able to streamline entries with the help from popular third party apps.

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.

It would be a much better user experience if the journal screen showed what you were out of balance by instead of forcing the user to calculate manually.