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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 494 of 494

Add option to import Vendors

Many vendors are the same for each customer. Would be nice to be able to have a supplier list and be able to import into another file. (This would be a feature for accountants/bookkeepers) as every file has the same vendors that need to be Keyed m...
9 months ago in Setup 0

More Budget features

I would like to be able to do a 12 month budget starting with any month. For example I currently have a budget(projection) for 2024 but would now like to do one for june 1 2024 to may 31 2025. I do not think that function is available.
over 1 year ago in Other 0

Printing preferences

would it be possible to be able to pick when printing reports such as general ledger or bank Rex’s to be able to pick between single or double spaced?
9 months ago in Reports 0

Allow Multiple Windows

Being able to have multiple windows open in the program allows you to enter or edit a transaction and allow you to have a report open in another window to show the result and effect that transaction has on reports.
over 2 years ago in  0

Add ATB Business as a banking option. Baffled that it doesn't exist in the list currently.

No description provided
9 months ago in Transactions 1 Already exists

Bank reconciliation screen minimize dropdown list of accounts

It would be very helpful if when going to the bank reconciliation screen if the accounts would be name only and the drop down list not be automatically opened. I have unintentionally entered the incorrect account going in and out of this screen be...
about 1 year ago in Other 0

T4's- clean-up previously generated forms download list

When you generate a t4xml file it puts it in a previously generated forms list for users to download again later. While it makes a sense to keep this for archive purposes, the list can be long, messy, and not very easy to sift through and use. Som...
9 months ago in Payroll / Reports 1

Keyboard short cuts for saving transaction, etc

In Ag Expert desktop there were a lot of keyboard shortcuts that I found useful instead of tabbing through to the save button, I would like to see a key board short cut and for the other common actions such as loading a saved transaction.
over 1 year ago in Transactions 0

Attach file to bank transfers

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement
over 2 years ago in  1

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
over 1 year ago in Reports 0 Planned