All ideas

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!

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.

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...

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...

would be nice when entering a transaction if the program could through a flag when a duplicate amount has been entered instead of waiting till you reconcile to find it.

would it be possible to be able to pick when printing reports such as general ledger or bank Rex’s to be able to pick between single or double spaced?

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