Ideas

On the transaction list pages, having a check mark (maybe on far right side) to indicate that this transaction has been included in a bank reconciliation.

Users want to be able to press the ellipsis button and select reverse, instead of having to go into the transaction first. Saves time. A few people have said it is frustrating the way it is now.

Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!

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

A bookkeeper requested the ability to share her account witha user who enters solely invoices and quotes, but she doesn't want him to be able to view or be able to edit anything else. This would make it easier to manage invoices and payments becau...

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...

The ability to generate a 2 year balance sheet or income statement with a 3rd column showing the net dollar change between the 2 years

we have a cattle on farm would be helpful if the program would calculate the $/ head price with all cattle sold over the year. class of cattle individually calculated. For agristabily we have to manually figure out the sold price over the year whi...