• Votes

    1

    How to Recover the Lost QuickBooks Data?

    Recovering lost QuickBooks data is crucial for businesses. Utilize backups or employ data recovery software promptly. Consult QuickBooks support for guidance. Prevent ...

  • Votes

    2

    Add a task to "Tasks" called "Receive Refund Check From Vendor" where ...

    Add a task to "Tasks" called "Receive Refund Check From Vendor" where you would enter Vendor ID, amount and then a screen that would allow you to select credit memos to ...

  • Votes

    3

    FEDERAL REQUIREMENT FOR NACHA FILES CCD FOR PAYING COMPANIES PPD FOR ...

    IT IS A FEDERAL REQUIREMENT FOR NACHA FILES TO HAVE CCD FOR COMPANY PAYMENTS AND PPD FOR INDIVIDUAL PAYMENTS....NOTHING NEW...YOU SHOULD BE ON TOP OF THESE FEDERAL ...

  • Votes

    2

    AP EFT payment type CM

    When entering an EFT Payment type: - the vendor name does not populate the Description field in CM - the EFT description field should be the same length as the Vendor ...

  • Votes

    4

    Display Account Balance Before and After Entry in GL Add New Entries

    During GL Add New Entries task, display current account balance and future balance after posting the entry. This would help to quickly verify the impact an entry would ...

  • Votes

    1

    In Accounts Payable, when setting up a Recurring invoice, let us press ...

    Since we enter the Principal, Interest %, and number of payments when setting up a recurring invoice, it would be great if the system could calculate the principal & ...

  • Votes

    1

    Add Last EFT and Last Credit Card to the Accounts Payable vendor ...

    Currently the Current balance tab on the Vendor Setup includes the Last Invoice and Last Check information but does not include Last EFT or Last Credit Card Payment. To ...

  • Votes

    2

    Need to be able to select All invoices with one click - like when ...

    When choosing invoices to pay in Select invoices for payment, I can condition the list by due date, and range it on vendor, then to choose all of those invoices, I simply ...

  • Votes

    4

    In CM, allow access per bank account for Edit Register, Reconcile, ...

    Knowledgebase topic 37105 explains that in CM, "record level security" does not work as one would expect. Once we give an employee access to the Edit Register, Reconcile, ...

  • Votes

    1

    Add a second level of approval to AP vendor setup bank details tab

    The newish separate tab to update Vendor bank details is great, as you can restrict access to a small group of finance people to update them. This is very important to ...

  • Votes

    4

    Unapply accounts payable payments

    Provide ability to unapply payments in AP in the same manner that we do in AR

  • Votes

    5

    Need the ability to reprint a GL journal entry

    Sometimes GL journal entries get lost or stolen off the printer. Yes, I know about the Automatically Print Journal option, but I don't want to use the only path option ...

  • Votes

    6

    Increase the size of the Contract Item Description field

    We need to be able to enter much longer contract item descriptions. Thiirty chaacters isn't long enough for our "Description of Work" on our AIA bills.

  • Votes

    3

    Let users who are not "Application Administrators" check the "Use PJ ...

    This should be an option in Security settings.

  • Votes

    4

    In AP, let us Edit Payments by Credit card

    When I make a mistake entering a payment by credit card, I have to enter a reversal. It would be great to be able to edit the payment & fix my mistake.

  • Votes

    1

    Auto generate Reference when recording payments by Credit Card

    You don't always have an invoice number or reference number on the credit card statement to use when entering the Reference field in "Record Payments by Creidt Card". ...

  • Votes

    1

    Allow GL budgets to accommodate companies with different year ends (ie ...

    We want to use the budgeted amount on our reports and financial statements. However, we can only create one budget for each year and if the companies do not have the ...

  • Votes

    2

    Cash Management Search function should have more than one option

    When searching in Cash Management for a transaction, it would make sense to be able to search for a date and an amount not just one or the other.

  • Votes

    2

    Select Sage field for NACHA Individual Identification Number

    User should be able to select the field that populates the NACHA Individual Identification Number in Entry Detail Record Field 7

  • Votes

    10

    Reverse GL Entry Button

    For GL entries that were posted by mistake, or in duplicate, it would be helpful to have a button to automatically create the reversing entry to back this out rather than ...