All ideas

Current Process: Financial reports like the Trial Balance, Income Statement, and Balance Sheet are only available as of the end of a period (e.g., end of June or July). Business Need: Users may require financial reports for a specific date within ...

Client wants the ability to log out users that are idle on Evolution. Users sometimes do leaves their stations with Evolution still logged in. To prevent the scenario of another user / person processing any unauthorized entries on another users Ev...

The idea is to be able to deactivate customer or supplier accounts much like with Inventory items. The are a few reasons you may want to do this, You may want to use this option to see which of your clients are actively purchasing from you or wh...

When the cashbook batch is exported to get the import template, there is not column for exchange rate as compared to the customer batches which has a column for exchange rate. I expect the cashbook import template to have similar columns as the cu...

Much like the TB and IS Reports, User would also like to drill down on the BS report in order to perform recons on BS accounts

When copying an Agent, can we automatically copy the 'Customize Grid Columns' options, and the preferred stationery layouts?

Client would like to track project codes only on expenses or only on Revenue type accounts. Expenses are either captured in a Cashbook batch, General Journals or Supplier documents. When project codes are forced in any of these modules that means ...

User need to have an approval process for Cashbook Journals/GL Journals/Stock Journals. For segregation of duties one user may be the one capturing movements, as supervisor/controller may then need to approve the journal entry, but the original us...

The budget in the system should be a guide to making posting in the system, especially expenses. Thus, most of my clients want to cap the expenses based on the budget entered. So there should be a prompt when the actual posted become equal to the ...