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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 511 of 511

Ability to batch print statements for clients

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...
about 1 year ago in Reports 0 Planned

Ability to EFT funds for payroll

Had a customer request this functionality. He's got 40 migrant workers a season, usually different. Great modern features other software have.
about 6 years ago in  0 Planned

Ability to search transactions by category like Income or expenses

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.
12 months ago in Transactions 2

Invoice descriptions on statements

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...
about 1 year ago in Reports 0

Can AG Expert look at creating ROEs that can be uploaded or "extracted" by the CRA ROE WEB filing system? Rather than me manually entering the data in the web file system.

No description provided
over 1 year ago in Payroll 0

Show which images have been selected previously from camera roll.

Images are currently not shown as already imported. I forget which one I imported last and it doesn't show a filter by last uploaded, so I keep losing track. Maybe have an indication in you camera roll of which have been selected or sort by last u...
3 months ago in Transactions 0

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
9 months ago in Transactions 2 Planned

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
6 months ago in Transactions 0

Automatically adjust the federal and provincial claim amounts for the new year or have option to apply a change to multiple employees instead of individually having to change it for every employee at the beginning of the year. This would also be a helpful option for adjusting wages and WSIB rates.

Time saver for book keepers and less chance of error. Should be able to select multiple employees and change the WSIB rate, Federal/Provincial claim amounts and wage. It is incredibly time consuming when you have multiple employees to change their...
about 1 year ago in Payroll 0

Have reverse transactions happen in the background and only see in a specified Audit Trail.

If you could have the reverse transactions happen in the background and just have an Audit Trail that would keep track of that, so we do not need to have all those reversed transactions showing up in bank reconciliations, etc..
3 months ago in Transactions 1 Already exists