Ability to drill down on transactions that appear in Project P & L report. Currently, clicking on an amount takes you to all transaction in the particular income/expense account not just the transactions relating to the project. Would like the...
Be able to got to customer/supplier from invoice/bill
I constantly go from a sales invoice OR supplier bill to the customer or supplier, but have to go to the applicable centre and search for it. It would be so much easier to go straight from invoice or bill or customer payment etc..
Our external auditor has highlighted this issue each year as a potential fraud risk. To minimise this risk we have had to engage an external consultant to undertake checks. Have an audit trail that shows changes made to masterfile data would be le...
Pop up warning for csv imports. Overwritten data cannot be undone.
It is too easy to accidentally overwrite entries in the banking field that have not been appropriated. I recommend a pop up window brings a warning that reads something like ‘ Clear all existing entries in the transaction tab before you import ano...
Currently using transaction rules forces you to set the transaction description to a specific value. Not very helpful to have all of one type of transaction have the same description. Can you add a button next to description that allows you to "Re...