Name of Feature/Request: Need to be able to apply transactions to customers and vendors to the journal entries, checks, deposits, and other banking transactions, whether they are AR/AP, income/expense, asset/liability.
What financial, time savings, or quality of life improvements will occur from this: Need to be able to apply transactions to customers and vendors to the journal entries, checks, deposits, and other banking transactions, whether they are AR/AP, income/expense, asset/liability. | Frequency: Currently, the entries are happening almost everyday of the month, and will happen more with business growing. This would also be applicable several times for retail and warehouse businesses. | We currently need this for reporting to investor and audits, We are able to make sure that checks and deposits showing the customers and vendors they are for/from when reviewing reports.
The limitations are specific in accounting, A business can have AR and AP transactions for customers and vendors, as well as employees and investors. A business can have income and expense transactions from customers and vendors, as well as employees and investors too. The limitations are not the accounts and who they apply to it is how the transactions are entered and completed. So while my current example is more specific to customers and vendors being reported, as an option, with the income and expense entries, there are other applications that they should be allowed to complete.
Attempted Solutions So Far: Attempted solution was journal entry can be associated with a customer by going through AR account, while entering a Journal entry, when selecting a AR receivable account, there is an option to select customer.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Need to be able to apply transactions to customers and vendors to the journal entries, checks, deposits, and other banking transactions, whether they are AR/AP, income/expense, asset/liability. | Previously accomplished: After using Quickbooks where each line item can be applied to customer/vendor as needed (AR/AP require customer or vendor [respectively])
StrivenID: 4389798