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...
Have a ctrl "F" function (find) to be able to search for an amount in all transactions. eg One could type in 55.22 and matching entries would show up for us to click on and find parent transaction.
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.
I would like to be able to print an account enquiry summary report showing only the starting balance, closing balance and movement for a period selected for each of the accounts. Sometimes all I need is the balance of the account rather than the c...
To have a list of transactions attached to a Customer or Supplier's name, so that when accessing a particular customer/supplier, details of their past transactions appear. This would save the need to raise a Statement to view transactions.
printing weekly/fortnightly/monthly salary for each employee for a set period of time
If i have to print salary for each employee, i cant do a bulk printing, where if i need to print last 4 or 6 salary slips,i have to go to each salary and print it out, it becomes quite a task if there are more than 3-4 employees asking for their s...
Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline
Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.