Accounting - Web

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...

When printing the reports they take twice as much paper as what is really necessary. The desktop version ones are much neater.

A customer requested this feature because he sells a product or service at the same rate and was hoping we could make it so that if we could assign a unit price to account, so that when you select it it automatically inserts the unit price for you.

Many vendors are the same for each customer. Would be nice to be able to have a supplier list and be able to import into another file. (This would be a feature for accountants/bookkeepers) as every file has the same vendors that need to be Keyed m...

I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...

I would like to be able to do a 12 month budget starting with any month. For example I currently have a budget(projection) for 2024 but would now like to do one for june 1 2024 to may 31 2025. I do not think that function is available.

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.

If you could have the reverse transactions happen in the background and just have an Audit Trail that would keep track of that, so we do not need to have all those reversed transactions showing up in bank reconciliations, etc..