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Accounting - Web

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More Budget features

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.
Guest almost 2 years ago in Autre 2

Add ATB Business as a banking option. Baffled that it doesn't exist in the list currently.

No description provided
Guest about 1 year ago in Transactions 2 Already exists

Ability to have a unit value price tied to income accounts

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.
Guest 4 months ago in Accounting - Web 1

General ledger and other reports - Ability to select multiple contacts

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...
Guest about 1 year ago in Rapports 0

General notes page would be helpful

It would be nice if there was a place on the business where you could enter notes about the business, like a spot where you could enter Co-op numbers, that type of thing. Like a general synopsis page. For example if something happened to the perso...
Guest about 1 year ago in Autre 2

Parametrage outil éleément par page

Je veux pouvoir laisser toutes les opération disponible dans la page achat et pas être limiter à 50 et être obliger de toujours remettre 250
Guest about 1 year ago in Autre / Rapports 0

Numéro de facture / Bill number

When we enter an invoice number from a supplier please ensure that we cannot enter the same invoice number in the same supplier. This would avoid duplicate payments. /// Lorsque nous entrons un numéro de facture d'un fournisseur svp faire en sorte...
Guest over 2 years ago in Transactions 0

Withdrawal transactions should default to expense selection in transaction box

Keyboard flow is not very good when entering transactions. You always need to use the mouse to select 'expense' and then get back to key board. Using the desktop version of the software as a template you could improve a lot of spots. Account also ...
Guest about 2 years ago in Transactions 1

Being able to edit and add/change serial numbers from capital asset list

Then I do not have to go back into past years and edit transactions that will then possibly have an impact on past reconciliations
Guest about 2 years ago in Rapports 1

Have reverse transactions happen in the background and only see in a specified Audit Trail.

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..
Guest 5 months ago in Transactions 1 Already exists