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AgExpert Accounting Ideas
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Ability to export to GIFI (Turbotax)

An accountant requested that we add a feature that allows users to export their gst, pst and income tax data to a gifi format for easy import into turbo tax.
about 18 hours ago in Reports 0

type in transaction template

I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.
5 days ago in Transactions 0

Clear old payables/receivables

It would be really nice if there was an option to clear old payables or receivables in the next fiscal. Often the accountants post entries on the GJ that don't jive with current payables or receivables so I have outstanding from years back and no ...
9 days ago in Transactions 1 Will not implement

Pay by direct deposit to employees

It would be nice to be able to pay employees by direct deposit, and have it auto-categorize, like QuickBooks allows. It’s a hassle to write cheques for payroll in today’s day and age, and keeping track of etransfers is not that straightforward or ...
2 months ago in Payroll 2 Planned

Option to email pay stub to employee directly from payroll module

In order to send an employee an electronic copy of their paystub, it must be downloaded from the program and then sent via email. The paystub must be named to differentiate it and there is significant risk in getting pay stubs accidentally emailed...
24 days ago in Payroll 1

Search from Transaction Screen

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
about 1 month ago in Transactions 0

Warn if reference number was previously used

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.
4 months ago in Transactions 0

Streamline inputting transactions

We always have to pick from drop down list. Type of transaction only works for first line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if...
about 1 month ago in Transactions 0

A/P and A/R Reports - Total summary, either in reports or on dashboard

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...
12 months ago in Other 1 Planned

when start software - default the date to today

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
5 months ago in Transactions 7