Accounting Ideas
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Searching for transactions
In the software I find it time consuming to find transactions. Why can't I just say what I am looking for and the system then gives me all transactions in the software that match the criteria. It is so time consuming going in and out of banks/ sup...
Created 27 Jan 05:57pm
Setup - Navigation - Lists - Usability
6
Great Idea Currently In The Works
143
Vote
Alphabetical Order for Suppliers and Customers
Can we please have suppliers and customers in alphabetical order rather than in order of when added. It makes no sense presently.
Created 25 Jan 05:54pm
Setup - Navigation - Lists - Usability
6
Great Idea Currently In The Works
100
Vote
Flipping through invoices
When looking at the invoices we have to click on it and go back to sales every time, it would be a time saver to be able to flip to the next one instead.
Created 23 Nov 07:03pm
Sales / Setup - Navigation - Lists - Usability
1
Great Idea Currently In The Works
11
Vote
More/better search options.
For ease of navigating and locating information it would be nice if we could also search through the customer database by their address and/or zip code.
Created 9 Jun 05:16pm
Setup - Navigation - Lists - Usability
0
Great Idea Currently In The Works
6
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Ability to filter customers, suppliers and products
As in Sage 50 using the filter button
Created 10 Sep 08:07am
Setup - Navigation - Lists - Usability
0
Great Idea Currently In The Works
5
Vote
removing client from list
When removing a client from the practice this should be a step either only managers can do AND something you need to confirm at least twice or enter your password for added security to confirm changes. We've experienced a junior member of staff ac...
Created 9 Dec 11:41am
Setup - Navigation - Lists - Usability
0
Great Idea Currently In The Works
3
Vote
Attachment to estimates.
Quickbooks has the ability to attach files in multi facets. We have a hard copy write up that we'd love to be able to attach and view either under the estimates category via an icon on the main screen and/or within the customer detail section.
Created 9 Jun 05:14pm
Setup - Navigation - Lists - Usability
1
Great Idea Currently In The Works