Transactions

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.

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?

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....

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...

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.

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...

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.

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...

We cannot currently add accounts to the chart of accounts when entering a journal entry - we should be able to add accounts on the fly through the journal entry as we are able to do that through the withdrawal/deposit function.