All ideas

When adding a row to a transaction, need to use shift+tab 5 times to move active box to transaction type window. Can active box default to transaction type? Transaction type drop down reacts differently if clicked into, vs tabbed into. When tabbin...

My guys are able to bank there time. It would be helpful to be able to track hours worked and hours paid separately

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...

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...

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...

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;...

I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...

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.