Accounting - Web

Make the description field auto load/populate with the "Supplier Name" (and then it can be overwritten it needed) because otherwise if you leave it blank, when you look on the General Ledger at that transaction there is no description AgExpert Ana...

Why is there no easy way to export to PDF? It gives the option for excel, powerpoint, csv and xml, but no PDF like in Analyst it was easy

It would be great to have the ability to save our preferred report settings, such as the number of transactions displayed, sorting options, etc., so we don't have to select them each time we run a report. Alternatively, having the program remember...

It is clutter and unnecessary for our operation to see and use this unnecessary feature.

One feature I really appreciate about AgExpert Analyst is the clean, easy-to-read formatting of its reports. I find that the reports in Analyst have more readable fonts, better spacing, and clearer distinctions between account totals and the next ...

It would be great to have additional reporting options for Accounts Receivable and Accounts Payable, so you can choose between the following (as currently it only gives you detailed reports): Summary Reports – A quick overview of outstanding bal...

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...

Customer would like us to add a custom date range filter for 5 year comparison income and expense reports.

Be able to override a transaction created outside of the current fiscal year. Analyst gives a warning, and you can still post. Currently in Accounting, you have to cancel the transaction you are working on, switch fiscal years, then go back in and...

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.