Recent Topics
Account Type Change
A lot of clients who try to "Do it themselves" end up putting expenses that should be assets, APs that should be Liabilities, etc. Making a new account and then having to move is a big hassle vs changing the account type. Should be able to make that change
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Recurring Bill Payment
Need the ability to post a recurring payment to a bill for a given number of payments so you do not have to enter each payment individually
Recurring Bank Transfers
Need the ability to set recurrence for a bank transfer
PRE-DATED RECURRING JOURNAL ENTRY
When adding a recurring journal entry that has a beginning date in the past, the system should automatically or by option create the past journal entries up to the end option(s). Presently, prior dated entries with recurrence only post future entrie
Recurring Journal Entry Template Indicator
JE with a recurring template needs to have an flag/indicator in list view so when you need to modify the template you can easily locate the source JE
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MEMO NOT SHOWN IN JOURNAL ENTRY WITH SPLIT ACCOUNTS
Hi, I am doing journal entry and I noticed that while I have put memo in the entry, when I save and close it, the memo won't show in the general view if it's a split entry. Can you advice me on this? I wanted the memo to be reflected in the general view
GL Report Reflecting Incomplete Information Due to Use of "Bank Date" Instead of "Transaction Date"
I am writing to bring to your attention a potential issue with the General Ledger (GL) report generated through the Write-up service for one of my clients. I recently requested a GL report for the entire year of 2023, focusing on a specific GL account.
Cash-Basis Sales Tax Liability Report
Idea: enable cash basis sales tax reports. Why: because we don't pay sales tax till we get the funds. This idea is for all the companies that have elected to pay sales tax on cash basis rather than accrual. Currently all sales tax related reports are
Report to Compare Expenses as % of Revenue
Hi, Would it be possible to add a column on the comparative income statement report that shows each expense, COGS, net income, etc. as a % of revenue? Here is an example of the format (ignore the numbers): Intuit-assetlibrary Here is a reference from
Consolidated Tax Import
Idea: Structure the Sales Tax import to work with Consolidated Tax Codes. Currently, I've been advised to manually configure. That's a tough pill to swallow with nearly 200 tax codes.
Project Numbers Limits
Request: Increase the limit for project numbers to allow more than 5 characters.
Paya Connect Credit Card Processing
There is an issue with processing credit card transactions with Paya in AccountingSuite when the CVV # starts with zero. The system does not currently allow you to enter the zero as a being number for the code. Can you please fix this issue?
Paya Connect Sync
It would be great if you could sync all customer contacts in AccoutingSuite to Paya just like you can sync all vendors to Bill with the click of a button. Currently you have to enter the payment information in AccountingSuite to get the customer contact
Expense Reporting Extension - Allow .pdf Attachments
Currently, our employees are having to convert pdf invoices & receipts over to jpegs, before uploading them into their expense report. Some of our purchasers have 100s of documents to attach each month. Eliminating this extra step would be incredibly
Please allow the ability to copy the error messages
If you are going to display error messages, please give us a way to copy them usinc Ctrl-C or some method. At this time we are not able to copy the error messages.
Open Chart of Accounts/Company directly from field
Please eliminate the extra click to "show' the list of chart of accounts (or customer/vendor) when adding transactions throughout the system. Also add an option to add an account (or customer/vendor) in the drop down list of whatever the field is for.
Let each item have multiple vendors
Sometimes I order my items from one vendor; other times I order from another one. Being able to put all vendors that I order from on my item card would be very helpful.
Change the Color on the sidebar in the Sandbox
Change the Color on the sidebar in the Sandbox. This would make it easier to see at a glance where you are working.
Give the ability to remove individual menu items when they are not needed for a client.
Give the ability to remove individual menu items when they are not needed for a client. For example, if the company will not have inventory, have the ability to remove it from the menu to simplify the navigation
Report change request
Can the part that is shown in the attached file be moved to the bottom? It is taking up way too much "real estate". I can only see about two lines at a time; very unproductive. Thanks Gina
sort item list by customer
When my qb was migrated into acct suites, there were a load of old part number brought over. I understand why, since i had previous transactions using them in qb. We are a manufacturing business and have a large amount of parts that we have produced
Vendor Part #s and Item Codes
It would be nice, in the item view list, to be able to add a column for vendor part #. You can already see the preferred vendor, so that tab is already accessible to the list view. It would also be nice to see BOTH the vendor part # and the item code on a Purchase Order. Currently, it only shows the item code (if you don't have a vendor part #) or the Vendor Part # (if you do).
Quick Look at where products are used in assemblies
We use the same part in multiple build assemblies. In some instances we need to change the part, add to, or delete the part completely within one or more assemblies. It would be nice to have a quick function to "right click" on a part # and have the option to "see where used" (other systems offer this option). You can get to this final information by using the Universal Reports - Information Register - Assembly BOM, and then using filters, but it takes a bit to drill down to the info you need
Prevent deletion
Is there anyway to disable the delete function for posted transactions? I know that there's an audit trail that captures this but it's a bad policy to allow documents to be deleted rather than reversed. Thanks, Ron
GIve access to the Make Payment Url so that I can include it in an email sent outside of AccountingSuite
GIve access to the Make Payment Url so that I can include it in an email sent outside of AccountingSuite
Integration with a scan source
would be great to have integration with a scan source to scan, read and enter receipts automatically.
Integration with Bill.com
Please include an integration for Bill.com
11/5/19: Noon Pacific: We are currently experiencing issues with Cloud Banking.
Update: A fix went in for this issue last night. Cloud Banking accounts should be refreshing normally. Please contact us if you continue to experience issues. Attn: 11/5/19: Noon Pacific: We are currently experiencing issues with Cloud Banking. Users are receiving an error when refreshing. Engineers are working on a fix. This space will be updated with information as it becomes available. Thank you for your patience and we apologize for the inconvenience.
Company Name display
Can you try to place the Company Name front and center on the Home Page? I want to see it without looking for it. Thanks Gina
Having Weight on Pick List would be Amazing
As a suggestion, having the Weight on the Pick List would be awesome! This would be awesome as a Warehouse Manager so I can make sure to distribute out the work evenly to pickers. Example, I would hate to give ten orders to one picker to pick that weigh
Adding transactions from prior period
I am trying to enter my previous transactions into bank ledger from previous period, but it gives me error that I cant enter transactions from prior perod. Any way to deal with this?
Customization of Invoices
As a suggestion, I would like to be able to fully customize invoices. I would like to have better control over the content, layout, which includes number of columns. | Just a suggestion. Thanks.
Known Issue: Update on Open Sales Order by Item Report
Known Issue: The Open Sales Orders by Item report does not output the complete data set. Engineers are working on an issue with the Open Sales Orders by Item report that is preventing the report from outputting all Open Sales Orders. We understand
On Sales Quotes, add a setting to automatically set the expiration date out to x number of days
On the Sales Quotes, it would be nice to have an option to indicate a number of days to automatically set the expiration date based on the quote date.
Option to add shipping cost into cost price of inventory items instead of separate shipping expense.
It would be wonderful to have an option to have software determine the "real" cost of inventory based on item cost plus shipping cost when entering item receipts. Let it break down cost of shipping for individual items based on percentage of total r
How does the idea exchange work?
Please tell me how this feature works.
Employee Expense Reports
Expense Reimbursement Request - I'm going to feel pretty stupid if this already exists but it would be nice to have a place where employees who had limited access rights could log in and fill out an online expense report and submit periodic requests for reimbursements. A example can be found Aquila.com. There would be pre defined items to choose from (mileage, meals, travel, etc) which would tie to general ledger accounts so the employee wouldnt have to know anything about accounting. But the online
Create a Report that shows a Customer's Average Time to Pay
Based on aging reports, a report that could average out the length of time it takes the customer to pay along with average balance would be helpful (AQ, III&CO)
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