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Quick Access to Bank Transactions from the Dashboard

It would be helpful to be able to click directly on a bank account from the Dashboard and view its transaction listing, rather than having to navigate through the Reports section. This would make reviewing bank activity much quicker and more conve...
5 days ago in Transactions 0

Entering a withdrawal it would be useful to have a tax option that added the gst and pst from the net amount entered

i have payments that i make that have more than one line on the receipt showing the net amount and some have gst only and some have gst and pst. For the ones with both taxes i have to calulate the total and then put both taxes in amount, it would ...
3 days ago in Transactions 0

Ability to have a paid by charge or paid by cash option on sale invoices

Ability to have a paid by charge or paid by cash option on sale invoices, as Analyst did. It would be nice if there was a convenient toggle option. Requested by a customer.
about 1 month ago in Transactions 0

Automatic filtering of Agristability classes

It would be nice to have the agristability classes filtered to your sales category. If I pick "Durum" as a sale account, the Agristability codes should show all the durum codes first. If that is too hard, the ability to "favorite" Agristability co...
about 2 months ago in Transactions 2

Memorized Transactions

There are often transactions that you know will occur on repeat, like a vehicle lease or loan payment, etc. Instead of needing to reinput every month, an option to memorize that transaction based on monthly, weekly, biweekly schedule so it automat...
19 days ago in Transactions 0

Minimize a Transaction window

Sometimes when entering a transaction, such as payable charge etc. another transaction may need to be referenced or edited etc. Being able to minimize the data entry window and come back to it after making changes or referencing the information wo...
4 months ago in Transactions 0

Date Range for Transaction Search

The 'New Transaction Search' tab is very useful, however it lacks one thing that would be very helpful. That is to be able to search transactions over multiple fiscal years. Is this update coming? Do other people see the need for this as well?
5 months ago in Transactions 2

Add to a capital asset

I have several invoices that make up one capital asset (bin purchase plus concrete/setup) but I can't see a way to combine them in one capital asset for my listing
3 months ago in Transactions 3

A hot key to move you into account window when starting a new row in a transaction entry.

It would save time if there was a hot key to move cursor into account window after creating a new row in a transaction. Currently you have to use mouse to move into account window after new row is created. I have called support and been told a hot...
3 months ago in Transactions 0

bank statement conversion tool for pdf. to be imbedded in ag expert.

flinks does not work with affinity CU. statements come in a PDF format and do not download into AG expert. Everyone needs a PDF converter embedded into the program. -forget trying to get Flinks to change, just added a converter. Whatever format yo...
18 days ago in Transactions 2