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Accounting - Web

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 6 months ago in Rapports 1

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 6 months 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 6 months ago in Rapports 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

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

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 6 months ago in Transactions 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

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

AgExpert Field - Notes Section

Notes section for each grain bin to write a short note about moisture tests, quality, etc.
Guest about 1 year ago in Autre 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