Global Transaction Search
T
Taylor Clouse
Not sure if this is possible, but I'd love to be able to search similar transactions across the firm's clients.
For example, a new bookkeeper might not know that something like Home Depot, Lowes or Dunn Lumber is generally coded to COG's for a construction client, but if they had a way of referencing other client transactions they would likely see how it's generally coded.
This is just one case, but for us that do business in one state, for example, we become very familiar with our transactions. Bring on a new bookkeeper from out of state or out of country, and it can be a good learning curve to catch up.