<< Settings: Tab Management | Settings: Classic Reports >>
Void Memo Automation | Automatically adds the original amount (prior to doing a void) into the memo when voiding transactions for future preferences. Custom Void Memo Name Automation, could override the name portion of the automated message that gets entered when a transaction is voided. |
Show Journal Normal Balances | Creates a button to see the normal balances of an account (if a debit increases the account or decreases it). |
Bank Memo Copy In Transactions | Creates a button that quickly copies the value of the bank memo into the Memo for a transaction while inside a transaction page. |
Sales Transaction Item Lock | Adds a button that allows user to “lock” the description, qty, and amount of a line item while they change the item (product/service) and not lose the info that is there |
Copy Bill Memo to Bill Payments | Copies the Bill’s Memo IF the bill payment (‘Mark as Paid’) is initiated from the original bill, copies it to the bill payment |
Bank Deposit Auto-Enable Customers | Automatically selects the Track Returns For Customers checkbox on bank deposit page. |
1099 Account Mapping Enhancements | Adds a shift-click functionality to selecting accounts in the 1099 screen and adds a ‘Make All NEC’ button to batch change all the accounts to file under the NEC filing type. |
Restrict Transfers | Disallow user from accepting suggested transfers from Bank Feeds |
Jump to Settings page:
Accessibility
QBO User Experience
Tab Management
Error Prevention
Classic Reports
Bank/Rules
Accountant PRO
Bank Automation PRO
Batch PRO
Register PRO
Reconcile PRO
Deposit PRO
AI PRO (Beta)
Experimental PRO
Help