The ability to sort tiles (we have 110 of them) would save a lot of time scrolling through pages to find the right one. Having a list view as well as a tile view whould also 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
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!
My client has created an item list and is using a barcode scanner at POS to generate compliant tax invoices with descriptions and prices of products sold. The issue they have is that the barcode has to be in the Item Name box for the scanner to re...
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.
We have clients that would like to pay for our product on a payment plan. We want to send them and invoice for the product with due amounts set for installments. So when creating the 1st install amount and due date will show on invoice and then af...