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Accounting - Web

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 about 2 years ago in Autre 2

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
Guest over 1 year ago in Transactions 2

Ability to view transactions for individual chart of accounts while in the chart of accounts

Click on a specific chart of accounts and print/see what transactions make up the balance.
Guest over 3 years ago in Rapports 0

STREAMLINING ADDING A NEW SUPPLIER

When adding a new supplier, make the process quicker for the user to enter the information by forcing the format. For example, the format of the postal code is very specific for Canada. X#X#X# - force the criteria - only permit the number and the ...
Guest 5 months ago in Transactions 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 almost 3 years ago in Transactions 0

Delete template that I have created

I added two templates in the cheque designer. I called the first on Payslip then I made another of the same name assuming it would overwrite it. No such luck!! Now I can't delete the one I didn't like. I made the template I should be able to delet...
Guest 6 months ago in Paie 0

Attach file to bank transfers

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement
Guest over 3 years ago in Transactions 1

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

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

Print Address

It would be nice to be able to address envelopes from the program instead of having to hand write them.
Guest over 3 years ago in Rapports 0

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 over 2 years ago in Rapports 1