The only way I can see the current value of inventory items is to run an Inventory Valuation Detail Report. Can you please allow the "Avg. Cost" field to be selected for other inventory reports? Can you please provide the ability to show the "Avg....
Create a setting to NOT use account codes, which would also then by default UNTICK the Code in all reports. If that is not possible create a new setting under Settings > General > Report settings That can be ticked or unticked to use Account...
Why does the "Description" field in a rule need to be Fixed. Can it be the original "Description" ?
When importing transactions you can "adjust" bank data to clean the import by adding a code such as "Sponsor" to the description or "Dave Fields - 115" to reflect the invoice. Rules should be able to look for "Sponsor" or "Dave Fields" but still i...
Having stored documents is great, however users would like to be able to see and management all documents in a central screen as well, including the ability to upload documents from this location and assign to a transaction later.
Please, in the Account Enquiry report can there be a column for Projects - so can see if projects have been assigned to all necessary transactions. This would be a great help!
RAH Bank feeds - be able to export transactions to Excel
RAH Bank feeds - be able to export transactions to Excel to be able to send to clients to fill in expense types etc Or be able to copy and paste into Excel into separate columns
Allow user to customise financial year dates for budgets and reporting
Currently, Financial Year is set to the default for the country you are in. However, it would be good to have an option to do a budget for a calendar year.