Additional designing of templates - adding of data columns, summary of tax codes
It would be great if users had the ability to add additional data columns (not just text columns) ... often get asked for ability to put show Ex and Inc GST pricing by line... but also where combined tax codes used (mainly wine industry), need to ...
Ability to deactivate users rather than delete, and to sort by active, inactive and period of activation/deactivation
My user list (inside my company file) is full of people who have come & gone. Firstly, it is inconvenient when looking to see who is logged on; and secondly, time consuming when trying to match data entry in the audit trail to the relevant emp...
When posting memorised transactions it would be good to be able to set a percentage of the total to individual lines. We have a partnership and the percentage is 50% for each partner. Instead of calculating each transaction it would be much easier...
When matching up downloaded transactions to the register it would be useful to filter the register by date rather than having to keep scrolling up and down and referring to the date as well
Have a user approval system, when a user creates an invoice the administrator or required persons recieve a pop up or can go to a viewing screen to then assess and approve the tasks / invoices / estimates etc
Make total of Bill payment amt to pay field copyable
In the pay bills screen make the total field at the bottom of the screen copyable. To reduce data entry errors make the total field copyable so that when you are paying a number of bills from the same supplier you can copy and paste the total.