Ideas

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.

I BEGAN USING THE UPLOAD INVOICES - AN EFFORT TO MORE TOWARD PAPERLESS AND SHARED AP RESPONSIBILITY. I am surprise it doesn't populate the vendor name and it defaults to withdrawals, rather than payables - I thought that would be a given - if ther...

under transactions, when searching for a supplier, you have to scroll to find the one you are looking for. Can you add the quick search where if you type a letter it takes you to all suppliers that start with that letter.

In analyst, when making a payable payment, you could see the balance on the payable account when you chose the account from the list. This was helpful in making sure what you were paying was correct and that all your invoices were entered. Same fo...

Hi, I like the program, however, it'd save time if the transactions were searchable so I can find specific companies or products. ~ Kind regards.

Some kind of paperclip or attachment emoji so you can see easily.

I relied heavily on the ability to search all the transactions in our database when I used Analyst, using the edit transaction function. Please add that to Accounting.

This would prevent having to print/scan then email the invoice to the customer. Just as you have in the texting option of a mobile device (Forward) or email (send to) option

If there is a transaction showing up on a bank rec screen that requires editing, I want to click on the transaction from that window and correct it, rather than closing the bank rec screen and finding the transaction, fixing it and coming back in.