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Transactions - EX default on new rows

It would be more practical and save users time if when adding a new row when entering a withdrawal that it defaults to expense. It's almost always for an expense.
1 day ago in Transactions 1 Planned

General journal - Ability to add an account on the fly

If you proceed to enter a long journal entry, realize an account needs to be added, you have to exit everything and go to chart of accounts to add it. It would save time and improve the user experience if you could add an account on the fly.
1 day ago in Transactions 1 Planned

FCC customer transactions upload CSV

Now that there is a CSV export option on the FCC online services, it would be nice to be able to import those into AgExpert. The format is incompatible as it currently does not jive with the columns. Seems like it would be a very easy fix and prov...
about 4 hours ago in Integrations 0

Default GST/PST for chart of accounts

Is it possible to have standard account settings for GST/PST? For example, there is never going to be GST/PST on things like interest, service charges, livestock, seed, etc. Having to go and remove them on each account is time consuming and frustr...
about 4 hours ago in Setup 0

payroll deduction - calculate percentage of gross

SAWP employees - we take a deduction for return transportation which is 10% of GROSS pay. Can you create a deduction as a percentage - it should be possible because EI and CPP are percentage deductions.... THIS WOULD BE IMMENSLEY helpful as curren...
about 6 hours ago in Payroll 1

Earnings and deductions report filter enhancement

It would be practical and save time, if when you change the year in the drop down that it automatically updated the year in the cheque date boxes to match it.
1 day ago in Payroll 1

Auto Populate new employee number

It's a pain to have to go back and look up the last used. this was a function on analyst not sure why it was removed.
1 day ago in Payroll 0

API access

I would like to be able to get an API token, I have other software and I have to enter everything twice, this way I can just use my other software, Quick books give me an API so I can bring in invoices or bills in from another system
1 day ago in Integrations 0

transaction screen

In transaction screen RP PP EX Deposit , at the add new line option the TYPE drop down selection , I can't see why it can't default to the type of transaction Example Withdrawal should default to EX on all new lines added the deposit screen as wel...
2 days ago in Transactions 1 Planned

Calculate financial ratios

Financial ratios are important management tools. All numbers to calculate ratios are currently entered in AgExpert Accounting. Having a calculator in the software would save time and ensure accuracy versus manual calculation.
3 days ago in Reports 2 Planned