Ideas

Sometimes there are old capital assets with transaction history that remain on a set of books but are no longer in possession, for whatever reasons. Some ideas to improve the overall user experience: 1) Ability to show/hide capital assets, or mark...

In the DESKTOP version: When posting an entry and the need to create an expense account which will be linked to an inventory account arises, the software offers the ability to add the inventory account to the chart of accounts at the same time. Th...

It can be a quick and easy way to be able to create copies of invoices or expenses without having to use the template feature.

Client uses two monitors and would like to leverage them during his bank rec. to so that he can keep his transactions list open to edit them on the left monitor, while leaving his bank rec. window open on the right monitor. Right now he has to sav...

If I haven't already suggested this, is it possible to set up an option during the inital file set up to select "bushels" for grain transaction unit of measurement vs "Tonnes"? If this could be done universally, it would save setup time and confli...

It would be a much better user experience if the journal screen showed what you were out of balance by instead of forcing the user to calculate manually.

For units on a transactions, if the user could select the units, so if the invoice is in MT but the inventory is set up as Bushels, the user can input the MT units and the system calculates the conversion to bushels for the GL detail, rather than ...

A few customers have requested the ability to copy budget values forward, as this would save them a lot of time each year.

Create a monthly Accounts Receivable report that breaks the charges and payment down per month and gives a total per month.

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.