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Ideas

Built-in calculator in the transaction screen

Save time by having to go back to an adding machine to recalculate when the auto calculation is wrong As per customer suggestion at cps 2020
Guest about 6 years ago in  0 Will not implement

It would be nice to be able to add account numbers while entering transactions.

No description provided
Guest about 3 years ago in  0 Already exists

Hide Loans with a zero balance

Have the ability to hide mortgages and loans with a zero balance from the main Chart of Accounts to clean it up.
Guest over 1 year ago in Configuration 2 Already exists

I would like to be able to put my cattle ear tag numbers into accounting

No description provided
Guest over 1 year ago in Transactions 0

monthly columns for Income and Expense report

I would like to see an option to add columns for the income and Expense report so that I can see all the months' totals in a side by side format. This will help immensely in cash flow planning. The current cash flow only gives a total for the year...
Guest almost 5 years ago in  0

Create search box for bank rec window or make transaction list sortable by date, description and amount.

this would be really really helpful for finding transactions that need to be cleared
Guest over 6 years ago in  0

Create more detailed cash flow report

I haven't upgraded for a long time so maybe this has been improved but the cashflow report on my version is not very useful. If you look at MB Ag's Farm Plan (Available Free) they have a very good cash flow statement that has a lot of detail for p...
Guest about 3 years ago in Autre 1

Potential API - Square

A customer wants us to look into the possibility of having an API partnership with Square, an invoicing web-app. https://squareup.com/ca/en/invoices
Guest almost 5 years ago in  1

Ability to track cost of living

I'm not sure exactly how this would be accomplished but a customer requested the ability to track the cost of living, perhaps we could do this by being able to benchmark expense balances between multiple years.
Guest over 3 years ago in  1

Import memorized entries from Analyst files

A customer requested today that we upgrade the migration tool so that it imports memorized transactions as templates. Thank you!
Guest over 3 years ago in  0