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AgExpert Accounting Ideas
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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.
2 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 ...
7 days ago in Transactions 1 Will not implement

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

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

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

See balance on a payable or receivable when you choose from the with withdrawal screen

In analyst, when making a payable payment, you could see the balance on the payable account when you chose the account from the list. This was helpful in making sure what you were paying was correct and that all your invoices were entered. Same fo...
22 days ago in Transactions 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

Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
about 1 month ago in Transactions 0

Holding of Invoice

Can we somehow add various work throughout the month onto an invoice and hold the invoice until the month is completed then save it, so there is not so many transaction reversals on the same invoice. For example - Custom Work Dec 1 of 3 hrs then a...
12 days ago in Transactions 0

General transaction user interface improvement

When adding a row to a transaction, need to use shift+tab 5 times to move active box to transaction type window. Can active box default to transaction type? Transaction type drop down reacts differently if clicked into, vs tabbed into. When tabbin...
8 days ago in Transactions 0