Transactions

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.

This would simply save some clicks. Currently the tab has to be clicked every time, but a typical transaction has multiple expense lines. If it is something different, like a PP, it wouldn't add any time to change it to PP from EX from the time th...

We cannot currently add accounts to the chart of accounts when entering a journal entry - we should be able to add accounts on the fly through the journal entry as we are able to do that through the withdrawal/deposit function.

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.

under transactions, when searching for a supplier, you have to scroll to find the one you are looking for. Can you add the quick search where if you type a letter it takes you to all suppliers that start with that letter.

Some kind of paperclip or attachment emoji so you can see easily.

I relied heavily on the ability to search all the transactions in our database when I used Analyst, using the edit transaction function. Please add that to Accounting.

In transaction screen RP PP EX Deposit , at the add new line option the TYPE drop down selection , I can't see why it can't default to the type of transaction Example Withdrawal should default to EX on all new lines added the deposit screen as wel...

In analyst, when making a payable payment, you could see the balance on the payable account when you chose the account from the list. This was helpful in making sure what you were paying was correct and that all your invoices were entered. Same fo...

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.