Over time, you may need the ability to merge accounts - especially in the case where a duplicate account has been created which is likely for smaller organisations who have changes in their book keeper/accountant/treasurer.Currently there is no wa...
You have an app to create & send invoices & apply payments, it would be great if you also had an app (either separate or as part of invoice app) that allowed us to scan and enter a bill and apply payments as well as scan a receipt & en...
Add attachment option in Bank Transaction when allocating payments
There is no option to save a receipt when allocating in Bank Transactions. You must then double up and go into Bank accounts to make an attachment for each entry. (Needs similar option as in the Bills module)
Remove Customer:Job from Purchased from list in Write Cheques and Enter Credit Card Charges
Remove Customer:Job from Purchased from drop down list in Write Cheques or Enter credit card Charges as you cannot assign a Customer:Job name to a cheque or credit card as it is used in invoices and payments. Only have the Supplier and Other Name ...
Add a new report called 'Transaction Search' this report will list all transactions across my Entities and allow me to add filters, such as Date, Name, Amount etc to search and find specific transactions.
Remember last date when entering money in / money out transactions
As an accountant, I often enter client transactions in bulk after the date they occurred.
For every new transaction the date defaults to the current day. This means I have to change the date for every transaction which takes time. It would be help...