add option to import vendor and client list from an excel file
Since many accounting programs do not migrate into AgExpert it would be helpful to at lease be able to import vendor and supplier lists. Most accounting programs can export these lists to an excel file. If AgExpert were able to import these lists ...
ability to change account numbers to match CRA account numbers for corporations
I am am accountant and several years ago I changed all my account numbers to match CRA account numbers for corporations (ie fertilizer is 9662). This makes is it easy to relate to Schedules on tax returns for clients. If they see fertilizer as cod...
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?
under transactions, when searching for a supplier, you have to scroll to find the one you are looking for. Can you add the quick search where if you type a letter it takes you to all suppliers that start with that letter.
I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
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...
Add ability to report balance sheet in cash or accrual - the only option is to report in accrual right now.
When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.
Ability to add a statement to a bank rec as an attachment
A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.