Ideas

Will only allow ATB Personal to connect.

Currently bank starts at zero not actual. Having this option would show cash needed each month.

Create a cash flow report where you could see the "actual" and "projected" on the same report

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.

Currently the transactinos > payables screen (and sales receivables) shows all charges, even if paid. Customers are currently using the reports > charge reconciliation reports to see which charges have been paid, but it could be useful if in...

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...

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.

It would be really nice if there was an option to clear old payables or receivables in the next fiscal. Often the accountants post entries on the GJ that don't jive with current payables or receivables so I have outstanding from years back and no ...

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

Customer requested the ability to hide reversals on earnings and deductions report, so when he gives the report to his employee it looks more professional.