The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
warning before going back a screen in a transaction
It would be great to have a "warning do you want to go back/exit screen" when entering transactions. Multiple times I enter a transaction and with the type of mouse I use (Apple Magic Mouse) I accidentally lose all of my work due to an accidental ...
Ability to auto carry forward cca ending balances to beginning balances
I had a customer request that at the end of the year AgExpert could provide an option for those who wish to carry forward their end CCA balances over as beginning balances.
ability to change account numbers to match CRA account numbers for corporations
I am am accountant and several years ago I changed all my account numbers to match CRA account numbers for corporations (ie fertilizer is 9662). This makes is it easy to relate to Schedules on tax returns for clients. If they see fertilizer as cod...
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
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...