AgExpert Accounting Ideas

The desktop version would allow you to change the Opening Balances for that year. Now the online version makes me go back to the first fiscal year. I would prefer it to be editable at the current year.

When doing a bank deposit it would be great to be able to breakdown amounts by customer within a single worksheet. Similar to the current deposit worksheet except for a bank deposit with multiple cheques/customers. Can't really accomplish this wit...

It would be beneficial if the deductions added to an employee profile always appeared in the same order. Useful for cross referencing and double checking. Currently they seem to randomize, even if you initially add them in the same order on the pr...

This would make it easier and faster for a user to see transactions entered outside of their current fiscal year selection. Presently you would need to change fiscal years, re-open the transactions, look through, and then flip back, which is espec...

For example in the transaction entry screen where you enter the total, if I can put in 45*15.3 and it calculates the value for me automatically and puts that value in the total upon leaving the control. That will help reduce the need to switch to ...

A bookkeeper requested the ability to share her account witha user who enters solely invoices and quotes, but she doesn't want him to be able to view or be able to edit anything else. This would make it easier to manage invoices and payments becau...

Desktop version of analyst allowed you to view by account the transactions whether a debit or credit. In accounting on the web, it's all together but grouped by debit or credit. That makes it difficult to sort through to see where I left off in my...

If someone goes to edit or reverse reconciled transactions, there should be a specific warning stating it is a reconciled transaction, otherwise, a person needs to redo the reconciliation or reverse the reconciliation before you can delete the tra...

When setting up a customer/supplier would be nice to have a spot to enter their GST/Business number. Would be beneficial if ever have a GST Audit. Currently I enter in the notes.