Accounting - Web

When making adjustments to our crop inventory, I filled in the "Notes" section with detailed reasoning for the adjustment. After the adjustment was made and it is viewed in the Inventory - Detailed page or the Inventory advanced page, you cannot s...

I would like to be able to "select all" in the invoice selection screen for payables payments

I have 44 GJ entries to proof read. It would be more time effective if I could look at the first one then click a button to go on the the second one. Currently you review one, then cancel it and scroll back through the list to find where you left ...

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...

When making a sale that has numerous loads, it is not uncommon to give every load it's own income line in the transaction, even if every line is using the same income account. When adding a row, the newly added row doesn't auto-populate with the d...

I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...

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...

I get several emails with PDF attachments. I am very busy, so am putting them into a folder to be posted. They are a mixture of deposits, withdrawals, payables. Currently I am not able to upload the entire file. This is taking a lot of extra steps...

it would be nice if we could pin a detailed income and expense report to top of report list so don’t have to “REBUILD” it every time I want to look at a detailed report.

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...