Feature Requests

It would be great if there was a wee symbol to show that a transaction has a file attached while in the "Needs Action" view. I attach my electronic invoices here and it would be great to quickly be able to see if any are missing an invoice.

It would be hugely helpful if we were able to when coding a transaction (particularly if using a phone or tablet) to be able to use the devices camera to take a photo of the hardcopy source document and attach within the transaction, rather than having to do this then email & drag & drop after the fact.

When selecting the Custom Date (ie. looking for old invoices), can you change it so you can just type the year in rather than back arrow slowly through each month/year? Or add more years in, or like in Cash Manager, select All.

It would be great to have a place to attach documents (eg Bank Statements, withholding tax certificates and so forth) that don't have a financial transaction to attach it to. It would be extra good if this 'place' could have the equivalent as index dividers. Then we could really go paperless :)

It would save us a lot of time if we could drill down to transactions and fix coding when in the GST report. If we check returns and find a few corrections are needed its a hassle to have to note each correction needed and exit GST into a different view and recode in completed screen.

On completed view for line entries it would be good to have icons that show if a source document exists.

The bill payments list when creating a batch be much more efficient if you could filter the other party within the payment dates in alphabetical order. Then you can check all payments off on your statements/invoices more easily. Wanting more efficiency so paperless bill paying can be accurate. EG a ticking off box maybe??

Why more noise in the screen - Uncoded in blue should be enough. No blue uncoded - it is then deemed as coded

I would like to have back the bank account number under the contact that is being paid as a quick and way to check the right contact is being paid, or if their bank account number is still the same.

Please bring back the original transaction screen where it gave you an option to either match or code. I did not like it when it automatically prompted you to matching but now it is worse with it adding a line automatically. Especially if this is a transaction that needs to be matched. Its so many extra clicks and time.