Steve
My feedback
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1 vote
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0 votesSteve
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3 votes
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10 votes
An error occurred while saving the comment Steve
commented
I agree. Especially for the bank statements.
The screen print on Banking Overview - All transactions. This is just what I need for the accountants, but I cant print it from here and I would like that.
I would like to print (or export) from the screen I am working on without having to go to the reports section and leave the page or set up a different tab. -
4 votes
An error occurred while saving the comment Steve
commented
I agree but I think it should be at the top where you can skip to page.
I am constantly having to go down to the bottom for the next 200 pages when I know the transaction is number 900.
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14 votes
An error occurred while saving the comment Steve
commented
Great idea. Group on the fly.
For example - Put all your tenants for each building under a group for that building.
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43 votes
An error occurred while saving the comment Steve
commented
Associate tags on the fly.
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6 votes
An error occurred while saving the comment Steve
commented
I am not sure if this is the same point but lawyers need to have a trust account that holds money until it is invoiced in a business account.
You want to transfer from one bank to another bank and have the client's accounts recorded.
For Example -
Debit Smith Trust and credit Trust Bank
Debit Business Bank / credit Smith Business Project account.As the transfer system is now the only option is a refund. The transfer to another account doesn't have the option to itemise a client's account.
So I agree with Lee. There should be options. Bank Account A (for share trading say) to Bank Account 2 (for long term investment.)
But now you also need to say whose investment it is. Smith's share trading profits get transferred to a Smith's Trust account for long term investment for eg.
OR Bitcoin profit to Investments etc.
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79 votes
An error occurred while saving the comment Steve
commented
There is a great feature in Quickbooks that enables you to search the entire database for any occurrence in a field.
For example
You can search for all occurrences or say $123 anywhere. This is handy for tracing duplications.
Search for all instances of <name> so you can pick up duplicated accounts. Sometimes an expense is posted to two different accounts.
Search for all occurrences of reference <?????> which will bring you a transaction you can trace in the bank account but may have been posted with the incorrect date.
It doesn't have to be wildcard but that would be a good thing too.
Steve
supported this idea
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36 votes
An error occurred while saving the comment Steve
commented
Yes, please. Also, would it be possible to have a feature to add references after the entry is generated?
For example, the bank feed doesn't have references. It would be great if we could run the references afterwards. IOW you can number the bank transactions that come in be feed with a statement number and transaction number or some other structured number.
See the idea regarding Belgium structured references for invoices.
There could also be an option to use the internal transaction ID number that you generate anyway when you linking the relational database modules.
Thanks for awesome progress from the team. Clearly, you guys are reading our comments carefully and creating these features.
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3 votes
An error occurred while saving the comment Steve
commented
I like this idea. The use of structured identification is already widespread. Adopting the Belgium idea or having options would be great.
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7 votes
An error occurred while saving the comment Steve
commented
I like this idea.
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25 votes
An error occurred while saving the comment Steve
commented
You have made reconciling easier thank you. You guys are awesome.
Please, will you take a look at the reconciliation system.
I expect to see a list of all bank transactions fed, imported and manually created;and a list of those bank entries that have not been reconciled.
What I am now getting in the reconciliation report is a long list of transactions that are not bank related mixed with bank transactions. EG It seems to pick up vendors invoices and other unrelated entries.
I would like to see a bank recon that prints to show what was cleared and what (of the bank entries) was not cleared. If everything was cleared I would like to see "Outstanding Transactions = 0" for example. Whatever other transactions may have taken place must not feature in the bank recon.
Steve
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0 votes
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37 votes
An error occurred while saving the comment Steve
commented
I agreed. Also I am seeing entries in the bank reconciliation list that are not bank entries. If it is not a bank payment or receipt it should not feature in the list of banking transactions for reconciliation. If there was a cleared and uncleared transaction list as suggested above you would have a list of all these expense invoices that have nothing to do with the bank.
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3 votesSteve
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0 votesSteve
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0 votesSteve
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1 vote
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9 votes
I agree. The Receipts template takes up two A4 pages. I would like to design a template that fits everything on 1 page for at least 10 lines of invoice detail.