double line for Digital signatures for 2 authorized persons for company Logo to be added to company cheques and check numbers Id like our company cheques to follow this same format
Plaid review pending transactions - Add select/unselect all checkboxes
Customer had to disconnect and reconnect his bank to plaid to get around a 2factor error message, and all the entries appeared again to review even though they were entered. It would save users time if each entry in the review transactions screen ...
Allow users to update FMV on individual capital assets
Presently you need to go to the chart of accounts and edit the cca class to change the fair market value (FMV). It is a bit tricky to find. Can we make it easier to update, and have the fmv field available under capital assets when editing individ...
I would like to be able to pull the windows inside Ag Expert over time another screen. Report come up on a second screen but it would be nice to move the bank etc to a second screen.
It would be nice to have a list of the all recent transactions in a centralized location (dashboard). It is annoying to have to go into each section (purchases, sales, General Journal) to see what were the last transactions to check if/what has be...
Sometimes there are old capital assets with transaction history that remain on a set of books but are no longer in possession, for whatever reasons. Some ideas to improve the overall user experience: 1) Ability to show/hide capital assets, or mark...
Indicate if a Transaction has been reconciled on main transaction list
On the transaction list pages, having a check mark (maybe on far right side) to indicate that this transaction has been included in a bank reconciliation.
Users want to be able to press the ellipsis button and select reverse, instead of having to go into the transaction first. Saves time. A few people have said it is frustrating the way it is now.
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Planned