Product recall. Show which customers a product has been sold to so they can be contacted.
We believe it is extremely important to search which customers a product has been sold to. For example if a product has been recalled, all those customers can be searched and notified. For promotional material relating to an item, the customers ca...
Print/Export Un-allocated Bank Transactions report.
The ability to Print/Export Un-allocated Bank Transactions report. This would be great to have a copy and find missing transactions, email questions to Clients etc.
Could you please add in the list of report for Profit and Loss & Balance Sheet the ability to create Calendar Year Reports such as This Calendar Year, This Calendar Year to Date, Last Calendar Qtr, Last Calendar Year, Last Calendar Year to dat...
If refreshing the screen for bank transactions, refresh back to the same account, not the first one on the list.
When a client has several bank and credit card accounts, it's frustrating that a refresh always takes you back to the first listed account, not the one you are working on.
Items are a finer level than accounts and there should be a report to be able to track some items.
Eg We want to compare salary paid to certain employees with the amount charged to clients for the work items used by those eimployess.