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Accounting - Web

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Search from Transaction Screen

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
Guest 4 months ago in Transactions 0

Option to email pay stub to employee directly from payroll module

In order to send an employee an electronic copy of their paystub, it must be downloaded from the program and then sent via email. The paystub must be named to differentiate it and there is significant risk in getting pay stubs accidentally emailed...
Guest 3 months ago in Paie 2

Review payroll before run payroll

I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
Guest 7 months ago in Paie 4

Invoices - file name of downloaded invoice should be customers instead of owner

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...
Guest about 2 months ago in Transactions 0

When adding a line in a withdrawal transaction, it would increase efficiency if it would automatically start as an EX line rather than being blank.

This would simply save some clicks. Currently the tab has to be clicked every time, but a typical transaction has multiple expense lines. If it is something different, like a PP, it wouldn't add any time to change it to PP from EX from the time th...
Guest 8 months ago in Transactions 0

Streamline inputting transactions

We always have to pick from drop down list. Type of transaction only works for first line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if...
Guest 4 months ago in Transactions 0

Add the ability to add accounts to the COA through journal entry

We cannot currently add accounts to the chart of accounts when entering a journal entry - we should be able to add accounts on the fly through the journal entry as we are able to do that through the withdrawal/deposit function.
Guest 6 months ago in Transactions 0

Ability to show accounts with a zero balance

It would be great to have a toggle button so that you can show accounts with a zero balance on any report
Guest 13 days ago in Rapports 0

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 14 days 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 14 days ago in Transactions 0