Accounting - Web

When viewing a Withdrawl or Deposit entry, and clicking on the paperclip to see the attached Receivable or Payable Charge transaction, you can't see the details of the charge when clicking on the transaction number hyperlink. Sometimes, account de...

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.

Currently the transactinos > payables screen (and sales receivables) shows all charges, even if paid. Customers are currently using the reports > charge reconciliation reports to see which charges have been paid, but it could be useful if in...

Being able to have multiple windows open in the program allows you to enter or edit a transaction and allow you to have a report open in another window to show the result and effect that transaction has on reports.

Would it be possible to add a filter option to sort by Class right in the software?

Can their be a column where the PST is totaled with the net asset cost as it is in Analyst? That is what is used for income tax purposes for farmers. Have to manually add the totals from the reports or put in excel to adjust.

When searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again

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.

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...