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Ideas

type in transaction template

I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.
Guest 3 months ago in Transactions 1

Ability to export ROE to xml format

Customer requested the ability to generate ROE xml files for upload to CRA's website.
Guest 6 months ago in Paie 0

Add ability to report balance sheet in cash or accrual - the only option is to report in accrual right now.

When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.
Guest 8 months ago in Rapports 1

Ability to add a statement to a bank rec as an attachment

A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.
Guest 8 months ago in Autre 1

Ability to show accounts with a zero balance

It would be great to have a toggle button so that you can show accounts with a zero balance on any report
Guest 25 days ago in Rapports 0

Default for viewing income statement

I would like to be able to set the reporting of the income statement to accrual rather than having to select it each time.
Guest 25 days ago in Rapports 1

Print Cheque from transaction screen instead of downloading cheque image everytime.

Instead of posting the expense payment then going to print cheque from a separate window. cheque image is downloaded before you are able to print it. This is going to take up space and time on computer.
Guest 7 months ago in Autre 0

Be able to simultaneously record a payable charge and payable payment in same transaction entry screen

This would help reduce the number of times I need to enter transactions for accrual accounting. When entering a payable charge, I would also like the ability to enter the date and account that the payable payment comes from. Effectively entering 2...
Guest 26 days ago in Transactions 0

Sorting in outstanding Receivables/Payables reports

Would like there to be sort by invoice number in Outstanding Receivables and Payables reports. I used that monthly or more in Analyst. Right now I am told just export to excel and sort there. For such a complicated accounting system, I am sure the...
Guest 26 days ago in Rapports 0

Pay Period Start Date

It would be beneficial to include an option for entering the payroll period start date to ensure accuracy and flexibility in processing.
Guest 5 months ago in Paie 4