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4 results found

  1. Manual Journals - Assign Contact name to journal

    190 votes

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    submitted  ·  84 comments  ·  For small businesses » Business features  ·  Admin →
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    Alisdair Macleod commented  · 

    This is important for our organisation that is tracking grants made to individuals. In some cases the organisation acquires an item for the individual. At the moment, reporting by contact will not pick this up. I wanted to do a journal to assign this expense to the individual but can now see that the contact field is not available on the journal. This is a problem for us.

    Alisdair Macleod supported this idea  · 

  2. Reporting - Budgets by tracking category to integrate with master overall budget

    150 votes

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    submitted  ·  63 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alisdair Macleod commented  · 

    Budgets by tracking category simply are not practical without this. There has to be functionality to roll up budgets.

    Alisdair Macleod supported this idea  · 

  3. Bank Reconciliation - Copy details from statement line into spend/receive money

    11 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alisdair Macleod supported this idea  · 

  4. Budgets - Order by GL account number

    76 votes

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    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alisdair Macleod commented  · 

    Very inefficient - even if you cannot have an option, surely the default should be to sort by account code and not description.

    Alisdair Macleod supported this idea  ·