Feature List

A comprehensive list of every feature in WyzBooks, organized by category.

1. Double-Entry Bookkeeping

Five account types: Asset, Liability, Equity, Income, Expense
Seven account subtypes: bank, accounts receivable, accounts payable, credit card, fixed asset, non-posting, COGS
Default chart of accounts with 19 seed accounts numbered 1000-6800
Every transaction is a balanced journal entry (debits = credits)
Account activation/deactivation -- inactive accounts hidden from dropdowns, data preserved
Account number and name fields with sortable list
Chart of Accounts view with Show All Dates, Hide Zero Balances, Show Inactive controls
Real-time account balance computation from journal entries
Date-filtered balances for any account across any date range
Drag-and-drop account reordering in Chart of Accounts
Click any account name or balance in the Chart of Accounts to drill into its register
Account list export to CSV or Excel from the Chart of Accounts toolbar
Account deletion warning shows the number of journal entries referencing the account before confirming
Per-account scroll position override (Today/Last via segmented [T|L] pill on each Chart of Accounts row)
Per-account date range override (compact dropdown on each Chart of Accounts row, falls back to global register default)

2. Professional Invoicing

Multiple line items per invoice with description, quantity, rate, and income account
Five invoice statuses with color-coded badges: Draft, Sent, Printed, Paid, Overdue
Payment terms: Due on Receipt, Net 7, Net 15, Net 30, Net 60, and custom terms
Terms auto-calculate due date from invoice date
Items catalog with name, description, default rate, and income account
Default invoice item pre-fills new line items automatically
Invoice item dropdown filters to items used in the last 12 months
Print invoice to PDF with company logo
Preview PDF and Save PDF buttons in invoice editor (PDF generated via Electron printToPDF)
Email invoice with PDF attachment via Apple Mail, auto-status change to Sent, greeting personalization via Dear field, comma-separated multiple recipients
Invoice print/PDF redesign: Bill To reordered (Company → Address → Attn), removed phone/website/Subtotal/Total/AmtPaid, kept Balance Due in green
Per-cell row pods with subtle zebra stripes in invoice line items
Description field as auto-expanding textarea (single line when unfocused, expands on focus)
FIFO payment matching: payments applied to oldest invoices per customer automatically
Catch-up tolerance: $1 per invoice for rounding and discount differences
Partial payment support with running balance tracking
Invoice search by number, customer, date, status, total, balance, memo
Customer filter and date range filter on invoice list
Sortable column headers on invoice list with Reset Sort button when sort differs from default
Configurable default sort field and direction
Click status badge in the list to cycle Draft → Printed → Sent → Draft without opening the invoice
Right-click context menu: Edit, Duplicate, Delete, Receive Payment (for unpaid invoices)
Invoice start number configurable via INI ([invoices] start-number, default 1000)
Active customer filter: show only customers with paid invoices in last 12 months
Duplicate invoice detection by number and by date + customer + approximate total

3. QuickBooks Migration

IIF import maps all 16 QuickBooks account types
Creates accounts, contacts, items, payment terms, and invoices with self-payments
IIF transaction data (TRNS/SPL records) auto-creates invoices and self-payment records for cash sales
CSV import auto-detects four formats: trial balance, transaction list, transaction detail, aging
Running-sum grouping: rows grouped into balanced transactions by cumulative sum
AR debit pre-scan captures net invoice amounts from raw rows before grouping
Sales receipt detection: auto-creates both invoice and self-payment for cash sales
Voided invoice detection: reversing entries create offsetting payment records
Dual-file enrichment (CSV-B): enriches invoice lines with Item, Qty, Sales Price, Due Date, Terms
Discount line handling alongside regular credit lines
Customer name recovery: matches rows without names to existing invoices by number
4-step guided import wizard with confirmation: Reset Data (shows current counts), IIF, CSV Transaction Detail, CSV Item Detail (enrichment)
Each step has file selection, preview with row count, header tags, sample table, confirm button, and inline import log with Copy button
Import log displayed on completion with Copy Log button
Timestamped import logs to ~/.wyzbooks/import-{timestamp}.log
Full CLI automated import pipeline (--reset --iif --csv --csvb chain) for scripted migrations

4. Banking & Reconciliation

Bank Register: checkbook-style view for bank and credit card accounts
Credit Card Register adapts labels: Charge/Payment/Balance Due
Account selector dropdown for switching between bank/CC accounts
Toolbar two-row layout -- Row 1 (actions + filters): + New, account picker, Reconcile, 📄Clear, Import, Export, Hide Reconciled, Show Cleared, Show Un-Cleared. Row 2 (search + date + scroll): search, date preset, dateFrom, to, dateTo, Clear (date), Today (action), Last (action), Today/Last segmented toggle
Three independent visibility checkboxes (Hide Reconciled / Show Cleared / Show Un-Cleared) all default on, all persisted to prefs (bankRegHideReconciled, bankRegShowCleared, bankRegShowUncleared)
Two-row entry layout: main row (Date, Description, Deposit/Payment, Withdrawal/Charge, Balance, R, Actions) + detail row (Ref · Contra Account · Memo, hidden when all empty)
Running balance calculation across all transactions
Negative balance coloring on running balance (red for negative on bank, red for positive on CC -- indicates owed)
Sticky tfoot Balance row with merged Cleared/Uncleared stats (counts and amounts) and + Add Transaction text link
Summary bars on all register and list pages: Bank/CC Register, Account Register, Invoices, Payments, Journal Entries, Reconcile, Customer List
Add Transaction form: Payee, Category (autocomplete), Amount, Date, Type, Ref, Memo
Tab order optimized: Payee, Amount, Memo, Save, Cancel
Top-of-table and bottom-of-table add forms
Per-cell click-to-edit with all fields hot at once (no separate "edit mode" toggle)
Inline edit Type dropdown (Expense/Deposit/Transfer) with auto-generated XFR- ref on transfer
Payee autocomplete from last 12 months of transaction history
Inline auto-completion on payee/category fields (URL-bar pattern -- see UI section)
Payee-based pre-fill: auto-fills amount and category from most recent matching transaction
Reconciled-click toast feedback when a row vanishes due to Hide Reconciled filter
Duplicate transaction via copy button or right-click context menu
Context menu: Edit, Duplicate, Delete
Today marker line spanning the date column showing where today falls in the chronological sort
Today and Last scroll buttons with per-account default scroll position
Sticky table headers pinned while scrolling
Date range presets: This Month, Last Month, This Quarter, Last Quarter, This YTD, This Year, This & Next Year, Last Year, Last 12, All
Custom date range with From/To date pickers
Register search: date, payee, reference, memo, amounts, balance
Single Export button on Toolbar Row 1 with popup CSV/Excel format picker (replaces the previous separate buttons)
Bank statement CSV import with three-pass auto-match: Pass 1 same-day exact, Pass 2 ±14 days with closest-date and ref tie-breakers, Pass 3 unique-amount fallback (skips already-reconciled candidates)
Sign convention: positive = money INTO the account (deposit on bank, payment on CC); negative = money OUT (withdrawal on bank, charge on CC). Same rule for both account types.
Import modal: matched entries (collapsed), new entries (checkboxes), Add Entries button
Smart category assignment from payee history on imported rows
📄Clear button (CSV match-and-clear pre-reconcile pass) on Toolbar Row 1: matches a bank statement CSV against existing register entries and bulk-marks them as cleared (✓ blue), so they're auto-pre-checked when you next open Reconcile
CSV Clear three result buckets in the preview modal: Will be marked cleared, Already cleared (no change), Add as new cleared transactions
CSV Clear Apply button shows action counts (e.g. "Apply (12 cleared, 3 added)") and is undoable as a single bulk operation via ⌘Z
CSV Clear pool includes already-cleared and reconciled lines so they categorize as "already cleared" instead of falling through to duplicate-add
Inter-account transfers between bank/CC accounts
Reconciliation: select account, enter statement balance/date, check cleared transactions
Difference indicator: Statement Balance - Previously Reconciled - Cleared Total
Finish Reconcile when difference reaches $0.00
Add transaction during reconciliation without leaving the page
Reconcile CSV import: auto-check matching transactions from bank statement (transient -- use 📄Clear in the Bank Register for a persistent pre-reconcile pass)
Reconciliation status permanently marked, excluded from future sessions
QuickBooks Clr column (√ = reconciled) preserved on import, so previously reconciled transactions carry over automatically
Three-state reconciliation: empty → ✓ cleared (blue) → ✓✓ reconciled (green), clickable in registers
Select Current: check transactions up to statement date
Click+drag multi-select/deselect on Reconcile page
Reconcile button in Bank/CC Register toolbar
Date input shortcuts: T (today), Y (yesterday), = (next day), - (prev day)
Sidebar Account Balances panel: bank/CC balances in the left sidebar with configurable position (top/middle/bottom), enable/disable toggle in Settings General, click any row to navigate directly to that account's register

5. Financial Reports

17 reports across four categories
Company & Financial: Profit & Loss, P&L Detail, Balance Sheet, Balance Sheet Detail, Trial Balance, Cash Flows
Customers & Receivables: A/R Aging, Open Invoices, Customer Balance Summary, Customer Balance Detail
Vendors & Payables: A/P Aging, Vendor Balance Summary, Vendor Balance Detail
Accountant & Audit: General Ledger, Journal, Transaction List by Date, Transaction Detail by Account
Trial Balance with imbalance validation -- a mismatch is flagged as a data integrity issue
Statement of Cash Flows uses the indirect method showing Operating, Investing, and Financing activities
Date range filtering on all reports
Drill-down navigation: click an account row in P&L or Balance Sheet to open its Account Register at the same date range
CSV and Excel export for every report
QuickBooks report comparison: side-by-side with match/mismatch/QB-only/WB-only breakdown
QB comparison handles subaccount paths (e.g. "Telephone:Cellular") and accounts exported without numbers
Copy Results button on QB comparison detail panel (tab-separated for spreadsheet paste)
Comparison results auto-saved as JSON to ~/.wyzbooks/compare-{key}-{timestamp}.json
Headless QB comparison via CLI (--compare flag, no window) and REST API (POST /reports/:key/compare)

6. Dashboard & Quick Actions

Quick action buttons: Record Payment (popup form), Add Invoice, Record CC Charge (popup form), Edit Invoice, Log Hours (popup form), Record Bank Transaction (popup form), Print Invoice, Reconcile, Transfer
All four Dashboard quick action popups (Record Customer Payment, Record CC Spend, Record Bank Transaction, Log Hours) accept Enter from any field to submit
Inline auto-completion on Payee and Category fields in all popup forms (URL-bar pattern -- see UI section)
Log Hours: modal form to add consulting time to open invoices -- invoice picker, YYYYMMDD description prefill, hours/rate with last-used default, live total, confirmation with Log More/Done
Active Customers card: count with 12-month and YTD revenue totals
Total Due card aggregates ALL Sent + Printed + Draft + Overdue invoices (Overdue intentionally included so the count and total match the Open Invoices list)
Four individual stat boxes: Overdue, Sent, Printed, Draft (count + amount each)
Stat box hover popups: top invoices listed by amount due (Inv #, Customer, Date, Amount), 750ms delay before showing
Bank & Credit Card Balances: clickable to open register
Open Invoices table sorted by balance due descending; row click navigates to invoice editor
Income & Expenses monthly bar chart with fiscal year navigation; click chart to open the P&L report
P/L Summary cards: This Year YTD, Last Year, Year-over-Year change
Fiscal year detail table (collapsible) for all years with data
Drag-to-reorder dashboard rows with blue indicator line showing drop target
Reset Layout button visible only when row order has been customized
Themed card header bars on all dashboard cards with auto light/dark text contrast
Dashboard tab always opens in left-most position
Business Info card: company name, address, phone, email, website, logo
Dashboard Theme preset dropdown in the page header (per-area theme picker)
Global Theme preset dropdown in the page header (applies to entire app)
Theme switching confirm dialog when leaving a custom theme: save as new preset / overwrite existing / discard
Right-click context menu: Open in New Tab (or Open in Same Tab when Open Links in New Tabs is active)
Light/Dark/System theme toggle in header
Cloud Sync status badge in the header showing connection state -- Cloud (green/connected), Connecting (yellow), Reconnecting (yellow), Cloud offline (gray)
Cloud Sync status popup with server hostname, sync version, offline queue count, divergence state, and Check Sync / Settings / Disconnect / Close buttons
Cloud Sync divergence warning banner above dashboard rows with Push / Pull / Dismiss buttons
Cloud Messaging compose bar with Send button and sent/failed indicator (when Cloud Sync messaging is enabled)
Received message cards above Dashboard rows with sender name, timestamp, message text, and dismiss × button
Sidebar message badge ("● N messages") visible on all pages, flashes yellow for 3 seconds on new arrival
macOS dock icon badge with unread message count, configurable via Settings or [cloud-sync] dock-badge INI key

7. Dark Mode & Tabs

Three appearance modes: Light, Dark, System (follows macOS)
Tabbed interface (optional): multiple pages open at once
Per-tab navigation history with back/forward
Tab persistence: restore tabs and tab history on relaunch
Cmd+T new tab, Cmd+W close tab, Shift+Cmd+]/[ switch tabs
Tab deduplication: left-clicking a page already open in another tab switches to it instead of creating a duplicate
Right-click context menus offer both Open in Same Tab and Open in New Tab when tabs are enabled
Tab bar scroll arrows (◀▶) appear when tabs overflow the window width
Drag-and-drop tab reordering
Light/Dark/System theme toggle and Cloud Sync status badge appear on every page header
Sidebar menu drag-and-drop reordering with persistent order
Inline auto-completion on every autocomplete field across the app (URL-bar pattern): as you type, the moment what you've typed is a unique prefix of one option, the rest of the option is appended into the field as highlighted text. Press Tab to accept (which fires the parent's onSelect side effects, e.g. payee → category pre-fill); keep typing to overwrite; Backspace to remove the highlight; Escape to revert to what you typed
Clearable × button on every search input across the app (Contacts, Items, Invoices, Payments, Account Register, Bank Register, Journal Entries, Help)
Date input shortcuts in any date field: T for today, Y for yesterday, = to advance one day, - to go back one day
Math expressions in amount fields: type 100+50 and press Enter to get 150 (addition and subtraction)
Phone number auto-format: type 10 digits and it formats to (555) 123-4567 automatically (international numbers pass through)
Back button (←) in PageHeader when tabs are disabled, with Cmd+[ keyboard shortcut
Undo (⌘Z): 20-deep delete undo stack -- restores the most recently deleted record with confirmation dialog

8. Your Data, Your Machine

All data stored locally in a portable .wyzbooks file (JSON-based)
No cloud account, no internet, no sign-up, no login required
Auto-reopen last file on launch (window-state.json lastFilePath persistence)
File menu: ⌘O Open, ⌘S Save, ⇧⌘S Save As (switches to new file), File → Export (copy only, no file switch), File → Close
Window title shows filename (or "Untitled") with "(Shared)" indicator when multi-user mode is active
File status popup from the sidebar footer: full path, size, last modified, Multi-User/Lock/Synced status, file version, last saved by hostname, checksum
Drag-and-drop file open: double-click any .wyzbooks file in Finder to open it
Legacy format support: .ledger and .wyzaerd extensions accepted
macOS-native: traffic lights, universal binary (Intel + Apple Silicon)
Zero runtime internet dependencies: React, Babel, Tailwind bundled locally

9. Customizable Themes

Five independent theme areas: Global UI, Sidebar Navigation, Help Pages, Dashboard Cards, Compact View
Quick Theme picker applies a coordinated preset across all four color systems at once (shows "Mixed" when areas use different presets)
Global Theme: 10 keys with separate Light and Dark mode customization
Sidebar Navigation Theme: 7 keys with live mini-preview
Help Theme: 11 block types customizable
Dashboard Theme: 14 keys including chart colors and badge styles
Compact View: 6 padding keys for denser display
Built-in presets per theme area
Swatch grid color picker: 8×10 grid of all Tailwind colors
Per-element font size, weight, and color customization with visual preview
Edit raw Tailwind classes directly via an "Edit custom classes" toggle
Save as named preset for any theme area; user presets show ★ in dropdown
All config stored in ~/.wyzbooks/wyzbooks.ini (text-based, git-friendly)

10. REST API & Command Line

Express 4.x HTTP server on localhost:3141
18 route groups: Accounts, Contacts, Invoices, Payments, Items, Journals, Bank Transactions, Reports, Import, Reconcile, Bills, Terms, Audit, Data, Console, Sync, Messages, System
OpenAPI 3.0 spec with interactive Swagger UI documentation
API key authentication via X-API-Key header
POST /reports/:key/compare endpoint for QB comparison via API (accepts CSV body, returns matched/mismatched/qbOnly/wbOnly arrays)
Sync endpoints: GET /sync/checksum, GET/POST /sync/prefs, GET /sync/changes, GET /sync/stream (SSE), POST /sync/push
Messaging endpoints: POST /messages/send, GET /messages/recent, DELETE /messages/clear
Data export endpoint GET /api/v1/data/export/file for downloading the .wyzbooks file via API
API mutations auto-increment the sync version and broadcast via SSE when Cloud Sync is active
SSE stream for real-time sync between clients
Install wyzbooks CLI command from Settings
CLI: --reset (full reset), --reset-data (data only), --reset-prefs (prefs only) for factory reset
CLI: --iif, --csv, --csvb for scripted import pipeline
CLI: --dump-invoice, --dump-ar for diagnostic output
CLI: --compare for headless report comparison (no window)
CLI: --offline, --push-first, --pull-first for cloud sync control
CLI: --help for usage reference
Arguments combinable in any order

11. Audit Trail

Every data change logged to ~/.wyzbooks/audit.log with timestamps and details
Import operations logged separately to audit-import.log
Cloud sync operations logged with CSYNC prefix
Log rotation at 1 MB
Enabled by default, toggleable in Settings

12. Inter-Account Transfers

Transfer Funds page: pick From and To accounts, enter amount, optional date / ref / memo
Auto-generated XFR- reference prefix with unique code when ref left blank
Auto-generated memo "Transfer: Source Name → Destination Name" when memo left blank
Recent transfers list shows last 20 transfers with date, description, reference, amount
Inline editing on click: expand the recent transfer row, edit fields, Save/Cancel
Delete with confirmation dialog and ⌘Z immediate undo (within 20-deep undo stack)
Transfer journal entries also visible in BankRegister (Type column "transfer") and AccountRegister (drill-to-source navigates here)

13. Settings Transfer

Export all settings to a single JSON file
Includes themes, business profile, logo, sidebar order, account visibility, preferences, INI sections, custom presets
Excludes Cloud Sync API key for safety
Import settings with automatic page reload
Pairs with migration workflow for complete Mac-to-Mac transfer

14. Multi-User & Cloud Sync

Multi-User Mode (NAS): file locking and live sync for shared .wyzbooks files
Atomic directory-based file locking (NAS-safe)
1.5-second polling for change detection with SHA-256 checksum validation
Three-way merge algorithm: per-record merge across 9 collections
Sync highlights: green for new, yellow for modified, auto-fade after 2 seconds
Cloud Sync: real-time sync via private API server over the internet
Connect modes: Normal (merge), Push First (local is truth), Pull First (server is truth)
Continue Offline button on the Connecting overlay to cancel and work in local-only mode
Delta sync: only changed records pushed on each save
SSE stream for instant incoming updates with 30-second heartbeat
Polling fallback and heartbeat detection for missed events
Offline queue: changes queued while disconnected, replayed on reconnect (holds up to 1,000 changes; oldest dropped on overflow)
Conflict resolution modal with 60-second auto-merge timeout
Exponential backoff reconnection (2s-30s, 2-minute deadline)
Auto-reconnect on app launch
Cloud Messaging: send text messages between connected instances
"Show my own sent messages" echo toggle (messaging-echo pref)
Message badge in sidebar footer on all pages with yellow flash on new message
macOS dock icon badge with unread message count, configurable via Settings or INI
Separate dock badge toggle for sync divergence (dock-badge-div)
Divergence detection: Check Sync compares checksums with field-level diffs by collection (modified / local-only / server-only records)
Auto-check divergence every 5 minutes when connected
_rev field stripped before comparison so only actual data differences are detected
Manual Push/Pull with separate Data and Settings checkboxes (Transfer row in Settings → Advanced)
Settings sync: preferences auto-push in real-time; tabs sync via manual push/pull only
Sidebar status indicators: gray (standalone), green (shared), blue/yellow (cloud sync)

15. Mobile App (PWA)

Progressive Web App at wyzbooks.com/app, any phone or tablet
Add to Home Screen for app-like experience
Three-tab navigation: Dashboard, Invoices, Tools
Tools tab with three action cards: CC Charge, Payment, Log Hours
Dashboard: colored bank/CC balances with section totals
Dashboard: Total Due card showing combined open balance (Sent + Printed + Draft + Overdue), tap to open the filtered invoice list
Dashboard: invoice stat boxes (Overdue, Sent, Printed, Draft) in a 2×2 grid
Tap any stat box to navigate to the Invoices tab filtered to that status, with an active filter pill (× to clear)
Dashboard Open Invoices list: shows ALL open invoices sorted by balance due (number, customer, amount, status badge), Total Outstanding at the bottom
Credit Card Charge page with payee autocomplete and pre-fill
Invoices page: browse all invoices with status badges, tap for detail
Invoice list header shows the active filter on the left and the total dollar amount of the visible invoices on the right (balance due for unpaid filters, gross total for the Paid filter)
Open filter correctly includes Overdue invoices so its count and total match the Dashboard's Total Due card
Header search icon: searches across accounts, invoices, and transactions with grouped results, tap any result to navigate to its detail
Log Hours: description pre-filled with today's date (YYYYMMDD)
Log Hours: rate pre-filled from history
Record Payment against open invoices
Real-time SSE sync: desktop and mobile changes propagate instantly
API key authentication stored in browser localStorage
Login screen with iOS autofill fix (type=text, autocomplete=off, auto-focus API key, enlarged logo)

16. Global Search

Persistent search field at top of sidebar
Searches journals (payee, reference, note, account names), invoices (number, customer, status, line descriptions), and accounts (name, number, type)
Minimum 2 characters to activate
Results in overlay dropdown grouped by type: Accounts, Invoices, Journal Entries
Click journal result: navigates and scrolls to entry with blue highlight
Click invoice result: opens invoice editor
Click account result: opens register
"Show all N results" link when journal matches exceed 20
Escape or click outside to close; red X button to clear

17. Bank Statement Import & Clear

Import button in Bank Register and Credit Card Register toolbar (creates new transactions)
Companion 📄Clear button on the same toolbar (matches existing register entries and bulk-marks them as cleared -- a fast pre-reconcile pass)
Both buttons share the same parser and matcher; Import primarily CREATES new transactions, Clear primarily MATCHES existing ones
Supports header-based CSVs with flexible column aliases (Date, Description, Amount, Debit/Credit, Ref)
Supports headerless CSVs with auto-detection of amount and description columns
Three-pass matcher: Pass 1 same-day strict, Pass 2 ±14 days with closest-date and ref-number tie-breakers, Pass 3 unique-amount fallback skipping already-reconciled candidates
Magnitude-only (sign-blind) matching so it works regardless of the bank's sign convention
Sign convention for the Add-as-new path: positive = money INTO the account (deposit/payment), negative = money OUT (withdrawal/charge)
Import modal: matched entries (collapsed), new entries (checkboxes, all checked by default)
CSV Clear preview modal: three result buckets (Will be marked cleared / Already cleared, no change / Add as new cleared transactions) with action counts on the Apply button
CSV Clear bulk operation is undoable as a single ⌘Z step
Smart contra account from payee history, fallback to default expense/income account
CC-aware absolute amount comparison
Audit logged with count and account name

18. Find in Page

⌘F opens a floating search bar at the top-right of the window
Live text search highlights all matches within the current view
⌘G / Enter to jump to next match, ⇧⌘G / Shift+Enter for previous
▲/▼ buttons for next/previous navigation
Escape closes the find bar from anywhere (input focused or not)
× button to close and clear highlights

19. Open Links In Tabs

When Tabs and Open Links In Tabs are both enabled, clicking any cross-page link automatically opens in a new tab
Same-view navigation (e.g., editing an invoice from the invoice list) stays in the current tab
Right-click context menus flip to "Open in Same Tab" for in-place navigation
Enabled by default when Tabs are on; toggle in Settings → General → Tabs card
Also configurable via [general] open-links-in-tabs in wyzbooks.ini

20. Switch to New Tabs

Controls whether new tabs are automatically selected when they open
When enabled (default), opening a new tab switches to it immediately
When disabled, new tabs open in the background -- you stay on your current tab
Toggle in Settings → General → Tabs card, or via [general] switch-to-new-tabs in wyzbooks.ini

21. Help & Documentation

Built-in help system with topics loaded from JSON files
Full-text search across all help topics (loads all on first keystroke)
Sidebar topic list with active highlighting and search filtering
Previous/Next navigation buttons on every topic
Context-sensitive help icons on every major page
Help icon tooltips with brief page description
Customizable help page theme via INI with built-in presets
JSON-driven renderer: headings, text, lists, tip boxes, code blocks, grids, inline links
Cross-topic links and app navigation links within help content
Online documentation at wyzbooks.com/docs mirrors all help content with screenshots
Documentation build pipeline: demo data, Playwright screenshots, Eleventy static site

22. Customers & Vendors

Combined Contacts page with toggle for Customers / Vendors view
Sortable columns: Name, Email, Phone, YTD Revenue (customers) / YTD Spend (vendors), Outstanding balance
Active customer filter: show only customers with paid invoices in the last 12 months
Search across name, contact, email, phone, and notes
Editable contact form: Short Name, Company, Contact (person name), Dear (email greeting), Email, Phone (auto-formatted), Address, Notes
Phone numbers auto-format: 10 digits → (555) 123-4567
Customer detail card on the Dashboard shows YTD revenue and outstanding total
Hide Vendors entirely via the Hide A/P setting in Settings → General
Export contact list to CSV or Excel
Summary bar with count + YTD revenue + total outstanding
Inline edit on click; row click navigates to the contact's edit form
Delete with ⌘Z undo (20-deep stack)

23. Items Catalog

Items list with name, type, description, default rate, income account, active toggle
Item create/edit form pre-fills new invoice line items automatically
Default Item setting in Settings → Invoice Defaults (or [invoices] default-item INI key)
Invoice line item dropdown filters to items used in the last 12 months by default
Items imported from QuickBooks IIF preserve descriptions and rates
Items can be deactivated to hide from invoice line dropdowns; data preserved
Sortable columns and search across name, type, description
Export item list to CSV or Excel
Delete with reference count warning if used by invoice lines
Summary bar with active count and average rate

24. Manual Journal Entries

Journal Entries page lists all journal entries with date, ref, memo, debit, credit, line count
Manual JE form: date, reference, memo (description), notes, multi-line splits
Each line: account, debit OR credit, optional per-line notes
Balancing rule enforced: total debits must equal total credits before save
Add and remove line buttons; minimum 2 lines
Account autocomplete on each line with inline auto-completion
+ Manual Journal Entry button on the Account Register pre-fills line 1 with the current account
Journal Entries page sub handler new:{accountId} opens the form with line 1 pre-populated
Sortable columns: Date, Ref, Memo, Total
Search across date, ref, memo, line account names
Date range presets and From/To pickers
Sticky table headers + sticky tfoot summary bar showing total DR / CR for visible rows
Export to CSV or Excel
Delete with ⌘Z undo (20-deep stack)
Auto-scroll to highlighted entry from drill-to-source navigation

25. Account Register (Audit View)

Read-only audit view for any non-bank/non-credit-card account (matches the QBO/QBD/Xero/Wave/Sage convention)
8-column layout: Date, Type, Num, Name, Description, Debit, Credit, Balance
Drill-to-source on row click: invoices → invoice editor, payments → payment editor, manual journal entries → JE viewer scrolled and highlighted, transfers → transfer list
Type filter pills: All / Invoices / Payments / Transfers / Manual
Sticky thead + sticky tfoot showing "Net for period: ±$X" and current Balance
+ Manual Journal Entry button pre-fills the JE form with the current account in line 1
Search across date, type, num, name, description, amounts
Date range presets and From/To pickers
Per-account scroll position and date range overrides honored
No inline editing -- by design. Edits happen in the source document (invoice editor, payment editor, JE viewer) so multi-line splits and journal/invoice links can't be accidentally broken.
Source detection from journal entry ref + memo prefixes (INV-, PMT-, XFR-, TRANSFER:) via shared buildSourceIndex / getJournalSource helpers

26. Settings & Preferences

Seven Settings tabs: General, Advanced, Appearance, Profile, Transfer, Reset, Uninstall
General tab: Tabs (enable + restore + open links + switch to new), Compact View, Sidebar Balances (position + toggle), Hide A/P, Invoice Defaults (item, terms, default sort, date range, start number), Register Defaults (date range, summary font), CLI Tool installer (PATH directory picker, Install/Uninstall)
Advanced tab: REST API server (enable + port + key + Install CLI tool), Multi-User Mode toggle, Cloud Sync (server URL + key + Connect/Disconnect + status), Cloud Messaging (enable + echo own messages), Audit Log toggle, Reload INI button
Appearance tab: Quick Theme preset picker (applies coordinated preset across all 4 color systems), 5 collapsible theme cards (Global / Sidebar Nav / Help / Dashboard / Compact View), each with built-in presets, swatch grid color picker, edit-raw-classes toggle, font size/weight pickers, save-as-named-preset
Profile tab: Business name, address, phone, email, website, timezone (IANA), default invoice memo, business logo upload
Transfer tab: Settings export to JSON file, Settings import from JSON file with auto-reload, Transfer row in Cloud Sync section for Manual Push/Pull with Data and Settings checkboxes
Reset tab: Reset Data, Reset Prefs, Reset Themes -- each opt-in checkbox (default OFF to prevent accidental data loss), confirmation required
Uninstall tab: lists 14 file/directory locations across ~/Library/Application Support/, ~/.wyzbooks/, /Applications/, with checkbox per location and final confirmation
Real-time validation on all form inputs
All settings persist to ~/Library/Application Support/WyzBooks/data/wyzbooks-prefs-v1 plus ~/.wyzbooks/wyzbooks.ini
INI file is text-based and git-friendly; the app reads it on startup and the Reload INI button picks up edits without restart
Settings export bundle includes everything: themes, business profile, logo, sidebar order, account visibility, custom presets, INI sections -- but excludes the Cloud Sync API key for safety