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Password protect year ends for accountants

For accountants to be able to set up a password for a specific date to stop their clients from making back dated entries into a previous fiscal year where their accountant has already done Year End adjustment entries for them
Guest over 7 years ago in Autre 2

For Agristability: Have a production margin report based on the eligible revenue and expenses, that pulls in the allowable accrual adjustments.

No description provided
Guest about 6 years ago in  1

It would be nice to be able to add account numbers while entering transactions.

No description provided
Guest about 3 years ago in  0 Already exists

Add new security role for invoicing

I have a customer that has 5 different people entering invoices and 1 primary bookkeeper that does everything else. The primary bookkeeper does not want those who enter invoices to have acess to ther other data - solely the capability of entering ...
Guest over 4 years ago in  0

Built-in calculator in the transaction screen

Save time by having to go back to an adding machine to recalculate when the auto calculation is wrong As per customer suggestion at cps 2020
Guest about 6 years ago in  0 Will not implement

To be able to use tax codes for other provinces that your business buys from or sells to.

When setting up your business information, you should be allowed to pick which provinces that you do business in, so the proper taxes are used. For example in my case my farm is in Quebec but we border Ontario. All the farm dealers are in Ontario,...
Guest about 3 years ago in Transactions 0

Create more detailed cash flow report

I haven't upgraded for a long time so maybe this has been improved but the cashflow report on my version is not very useful. If you look at MB Ag's Farm Plan (Available Free) they have a very good cash flow statement that has a lot of detail for p...
Guest about 3 years ago in Autre 1

monthly columns for Income and Expense report

I would like to see an option to add columns for the income and Expense report so that I can see all the months' totals in a side by side format. This will help immensely in cash flow planning. The current cash flow only gives a total for the year...
Guest over 4 years ago in  0

Bank transfers in Plaid

Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...
Guest over 1 year ago in Transactions 0

Create search box for bank rec window or make transaction list sortable by date, description and amount.

this would be really really helpful for finding transactions that need to be cleared
Guest over 6 years ago in  0