Ideas

Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)

When you generate a t4xml file it puts it in a previously generated forms list for users to download again later. While it makes a sense to keep this for archive purposes, the list can be long, messy, and not very easy to sift through and use. Som...

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.

Customer would like to see a pop-up option or some sort of reminder when invoices issued are now at 30 days overdue or something that you could enable if you wanted to that would trigger you to send a 30 day overdue notice to your customers.

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.

Accountant's that have taken the course and become registered experts should also have the ability to create at least one temporary file to use as a training tool.

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...

Ajouter un onglet afin de pouvoir déposer des documents (autres que des factures ou documents liés aux transactions) qui seront disponibles pour le comptable (Ex. Convention de prêts, Relevés bancaires, etc.)

Être capable de générer les feuillets fiscaux T4A et R1 pour les sommes payées à des travailleurs autonomes