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AgExpert Accounting - Web

Showing 531 of 531

Have a person only able to access accounts payable only and no access to financial information

Would benefit owner the company Would be able to hire a data entry person to enter everyday transactions. Repairs bills, utility bills, etc without having access to loans, bank account balances or net worth
2 months ago in Accounting - Web 0

Reports > Employee Earnings to date > ADD: ADVANCES DEDUCTED

Currently, the web app does not subtract advances paid from net paid on the Employee to date pay stub report.
2 months ago in Accounting - Web 1 Already exists

Have a "flag" option for ask my accountant

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
about 1 year ago in Transactions 0

Show transaction source in transaction entry screen by date/time stamp

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...
5 months ago in Transactions 1

edit screen for pay cheques

Need a easier way to view each employee payroll (benefits and deductions) then flipping between the 2 screens. When you have 20 employees it gets confusing and lost. Analyst system was easier as you reviewed each individual employee then moved to ...
about 1 year ago in Payroll 1

Ability to deposit multiple RP in the same transaction including multiple customers

Customers deposit multiple cheques at the same time, not always from one customer. To keep the paper trail consistent with bank reconciliation customers would like this feature enabled. You are currently restricted on one customer and their receiv...
almost 6 years ago in  2

Remittance Slip

After a payment has been made it would be nice to email a remittance slip straight from the program to the customer you paid
8 months ago in Payroll 0

Show Aging Receivable Date Ranges on Statement

Would be nice to add an aging receivable row of date ranges, ie. 0-30 days, 31-60 days, 61-90 days, 91+ days when generating a customer statement. I understand there is a report similar to this called "Aging Receivable", however it would be more "...
8 months ago in Reports 0

JUst need help

How do I print just an outstanding receivables and/or payables reports. I just want outstanding not the pages long that show payments. Sorry I am frustrated with not having what we had in Analyst!
3 months ago in Reports 1 Already exists

Allow monthly comparative income expense report over 2 fiscal years

I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.
8 months ago in Reports 0