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Ideas

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Allow any numerical data input areas, such as total, to behave as a calculator as well.

For example in the transaction entry screen where you enter the total, if I can put in 45*15.3 and it calculates the value for me automatically and puts that value in the total upon leaving the control. That will help reduce the need to switch to ...
Guest about 7 years ago in  0 Will not implement

Summary income and expense report

A summary view of income and expenses would be helpful. It would be beneficial to see a condensed report based on categories, instead of all the individual accounts that make up the category total
Guest over 1 year ago in Rapports 0

To be able to do quick reports on all accounts while in the chart of accounts would be very helpful.

No description provided
Guest almost 3 years ago in Rapports 0

Add customer number on the Invoices and Statements

As a user, I would like to be able to configure a customer number on the customer profile. That information should pull on to the invoices and statements
Guest almost 6 years ago in  1

A way to delete obsolete automated description entries in transaction entries

I must have hundreds of automated descriptions that I no longer use after so many years, yet must see them all whenever I start entering a description entry. It's frustrating & a waste of time - there must be a way that clients could delete de...
Guest over 5 years ago in  0

Ability to lock fiscal years

A bookkeeper called in stating she had a client who accidently entered a ton of transactions in the past year instead of the current year We don't have a batch reversal too so it was a bit cumbersome to go reverse and re-enter all the transactions...
Guest over 4 years ago in  1

Autofill Description & unit price for customers

This was feature that was available in the point of sale window for the Agexpert analyst. It was great when a customer had the same purchases each time and it would also remember that a certain account code went with an item like a bag, etc.
Guest over 2 years ago in Transactions 0

create a quick "privacy" button where we can hide sensitive information - $ information

QBO has a feature where there is a "lock-unlock" icon - the $ details can be hidden while working. Particularly when I am doing payroll and someone walks in I want the details hidden.
Guest 9 months ago in Paie 0

Total the sub-accounts on income and expense report

Example: "Repairs" is the sub account and there are multiple types of repair expenses within like machinery, fence, truck, and building. Right now, the income and expense report gives totals of each individual account. I would like it to also give...
Guest over 4 years ago in  0

When saving a template, don't automatically save the entry - this should be a separate step

You may have some transaction lines for that particular entry that you don't want to save in the template
Guest about 3 years ago in  0