In the desktop version, I was able to add custom fields to many of the list items. For vendors specifically, I created an Entity Type field, so that I could assign Corp, S-Corp, LLC - Indiv, LLC-S-Copr, Indiv. Partnership, etct. This would ensure that the 1099 selection for the vendor was set correctly, and that it was verified when the vendor was entered.11 votes
We provide several different services that we bill separately. When we pull up a customer's account, it would be nice to see in the Transaction List next to the Type column there would be a column for Product/Service. That way we know what invoice at a glance is for what service and we can open it for the details without having to open each one to find the right one.0 votes
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