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AgExpert Accounting Ideas
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On your invoices, have a column to show which items are being charged with HST and which are not.

Customers do not know which items are being charged HST
8 days ago in Other 0

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...
9 months ago in Other 1 Planned

Invoice templates

I would really like to see some more options on the invoice templates. If for example I use the orange template, I like how my information versus client information lines up, but the colour is a sweet orange, does not go with my logo which is blue...
11 days ago in Other 0

Print Cheque from transaction screen instead of downloading cheque image everytime.

Instead of posting the expense payment then going to print cheque from a separate window. cheque image is downloaded before you are able to print it. This is going to take up space and time on computer.
about 1 month ago in Other 0

Print cents (00/100) when writing amount on cheques where amount is even dollars

Print cents (00/100) when writing amount on cheques where amount is even dollars
14 days ago in Other 0

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.
3 months ago in Other 1

AgExpert Field - Notes Section

Notes section for each grain bin to write a short note about moisture tests, quality, etc.
2 months ago in Other 0

Add ATB Business to connectable banks

Will only allow ATB Personal to connect.
about 1 month ago in Other 0

Reconciliation account default

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...
10 months ago in Other / Transactions 2 Planned

Ability to import data from Simply Accounting

I have had a few customers lately that have requested a tool to import data from Simply Accounting (known as Sage50 now). Ideally chart of accounts and contacts from a csv format.
7 months ago in Other 0