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...
It would be useful if loan balances were displayed in the Sales/Withdrawal screens when making a Loan Payment/Addition. Perhaps it could go in the 'Detail' column, like it appears with Accounts Payable.
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.
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...
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...
Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!
Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)
Accountant's that have taken the course and become registered experts should also have the ability to create at least one temporary file to use as a training tool.
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.
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