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Feature Requests

Category

Bulk import journal entries
Ability to import JEs through CSV upload
3
·

complete

Export Transactions from Transactions Page as Filtered
Use same date picker and selection rather than making the user select dates again
1
·

complete

Transaction memo field
Since the Transaction Description cannot be edited, it would be helpful to have a "Transaction Memo" field similar to the Journal Entry Memo field, to add notes directly in the transactions table
3
·

complete

Edit Journal Entries (MJE)
Can only duplicate, void, reverse
2
·

complete

Bulk (Batch) classification
1
·

complete

Add Vendor or Customer on Split Transactions
Currently only one vendor or customer allowed per split transaction. Same for MJE
2
·

complete

Add Vendor/Customer Field to Manual Journal Entries
Add a way for a Vendor or Customer name to show up in the Dashboard P&L/BS/CF when the entry is from a manual JE.
1
·

complete

Dashboard for accountants to view all clients
3
·

complete

Default to Accrual View
Ability to set a default view to view so all reports start on that view
1
·

complete

Ability to edit bills
1
·

complete

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