As an accountant, I generally want reports sorted by date rather than transaction number. It would also be nice if users can set-up their own defaults for reports
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...
Have the system ask if you are sure you want to cancel or exit an invoice without saving.
I was doing a large invoice (3 pages) with lots of information that needs to be typed, and I accidently hit the cancel button and it closed. There should be a warning for when you accidently hit a button like close without saving or cancel to ensu...
Ability to do balance sheet reports by department or Enterprise reporting
It would be nice to be able to setup up % of ownership of balance sheet accounts (Bank accounts, inventory, general and capital assets, loans...) and run separate BS reports per department.
When a customer has a credit and it is applied, it does not have an option for a description - it just shows an amount. I would like to have the ability to add a description even if it's "credit applied" or something similar to show them what the ...
Add column to "Receivables" and "Payables" to indicate if a payment has been applied.
I would like to see column added to the "receivables" and "Payables" pages that indicate if a payment has been applied to them, without having to pull up a report every time. It could be a simple check mark or something.
There should be the ability to add new accounts when you're in the year-end adjusting entry screen. Currently if you get half way done and realize you need a new account, you have to close out of the screen, go and add the account, and then come b...
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