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Accounting API

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8 results found

  1. create Purchase Order reports

    Currently there is no way to report on the status of purchase orders, or details of what has been ordered. I think we should have a basic report exportable to excel with the following headings:

    PO number,
    supplier,
    details of items on order,
    date raised,
    date due,
    amount,
    total,
    gst,
    grand total,
    status,
    person who created the PO.

    3 votes
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    0 comments  ·  Reports  ·  Admin →

  2. Add an OData interface to query live transaction data directly from Microsoft Excel

    Microsoft Excel is an essential tool for all accountants. It can be easily configured to consume an OData data source. OData is a standardized protocol for creating restful data APIs. This XML-based protocol supports the ability to create filtered data streams. By exposing live transaction data through a secured, well-engineered OData API, you will be adding massive value to your customers accounting data. OData combined with Excel Pivot Tables and PowerPivot creates an incredibly potent analysis and reporting tool. All your customers already own Excel. PowerPivot is a free add-in from Microsoft. All that's needed is an OData API and…

    3 votes
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    2 comments  ·  Reports  ·  Admin →

  3. Add a "Hero" report module position to the Dashboard for beautiful graphical reports

    Some UI improvements -

    Add a Hero or Showcase module position to the Dashboard. Give users options to select from various graphic reports for things like profit and loss or daily sales.

    Or perhaps you allow the user to select and compare activity in multiple accounts and choose the type of output graph.

    You may even allow drag-and-drop positioning of multiple custom graphs or reports - on top of the listing of bank activity, accounts receivable, and accounts payable.

    Regards,
    - Aaron

    1 vote
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    0 comments  ·  Reports  ·  Admin →

  4. Sort on report column headers

    It would be very convenient if report column headers were sortable.

    For example, when I run a "Sales by Item" report, I'd like to click on the "Total" column header to re-sort the report by Total, either ascending or descending.

    If this sorting was available for all column headers, I could immediately find out:
    - best and worst selling product by sales revenue
    - best and worst selling product by units moved
    - most expensive product
    - least expensive product
    - lowest and highest average selling price

    ....all in seconds with just a few clicks on column headers, and without…

    1 vote
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    0 comments  ·  Reports  ·  Admin →

  5. The screen should return to the report you were looking at after you edit a transaction instead of having to start over every time.

    As a bookkeeper I need to be able to pull a report and edit transactions from there. However, every time I edit and save a transaction it brings me back to the dashboard instead of the report I was looking at and I have to start from the beginning to re-pull the report I was looking at. What should be a one step fix is now a 5 step process.

    1 vote
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    0 comments  ·  Reports  ·  Admin →

  6. For charities can we have 'profit' changed to 'surplus' for P&L reports

    1 vote
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    0 comments  ·  Reports  ·  Admin →

  7. have ability to create report sets so dont need to run 5 individual reports for pay runs etc

    have ability to create report sets so dont need to run 5 individual reports for pay runs etc

    1 vote
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    0 comments  ·  Reports  ·  Admin →

  8. Unpaid Hours Report - Payroll

    There should be a report to list the amount hours and a memo/notes for "Other Unpaid Leave" taken by employees.

    1 vote
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