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Accounting - Mobile

Upload PDF files to mobile app

A lot of invoices and bills come digitally as PDFs now and it would be nice to be able to upload and attach PDF documents as they come in rather than having to do them all at once on the web app. This would be even more effective now that we can e...
Guest 13 days ago in Transactions 1

Ability to 'save and new' when entering journal entries

It would be useful to have the ability to 'save and new' when entering journal entries (eg. year-end adjusting entries). I still like to post year-end entries separately, and it's cumbersome to 'save', then have the window close, and then start fr...
Guest 5 months ago in Transactions 0

Transaction entry - + or - button to change date

As per customer: "To who it may concern, To make entering easier a suggestion might be to be able to press “+” or “ –“ {PLUS OR MINUS} in the DATE area. Explain: When I am entering from my credit card statement I can just “+” to advance a day or t...
Guest 4 months ago in Transactions 0

Invoicing from the App

Many customers would love to be able to create invoices from the app. That is their main request.
Guest 11 months ago in Transactions 1 Planned

It would be helpful if the app remembered the user name so that we don’t have to type it in every time.

This would save time when logging into the mobile app.
Guest about 2 months ago in Accounting - Mobile 0

Transactions - Not allow users to reverse entries that create credit notes

If you enter a #1 withdrawal entry and have a CN+ line, do a #2 secondary withdrawal to apply it, the system allows you to go back and reverse that first #1 withdrawal entry. Afterwards you end up with a supplier with a negative credit and are not...
Guest 3 months ago in Transactions 0

add a discount line on all invoices

we currently are charged a 1% shrink on all invoices we grow flowers I am doing 1000 s of invoices and have to calculate the discount manually very time consuming for horticulture industry
Guest 6 months ago in Transactions 0

As I customer i want to be able to access the "Connect to Support" from the dashboard

Placing the “Connect to Support” button prominently on the dashboard enhances user experience and operational efficiency. By providing immediate access to assistance, users can resolve issues quickly without navigating through multiple menus, redu...
Guest 11 months ago in Dashboard 0

Need actual bank balance from end of prev yr in cash flow under planning

Currently bank starts at zero not actual. Having this option would show cash needed each month.
Guest 10 months ago in Other 1 Already exists

enregistrement

bonjours ca serais le fun qu'on puisse choisir si on veux une double sauvegarde sur un autre systeme que le cloud
Guest 7 months ago in Other 0