AgExpert Accounting Ideas

Janet Nielsen suggests that after you record a transaction it records the user, and a date/time stamp at the bottom of the entry, similar to AgExpert Field. This is especially useful when multiple users are accessing the file at the same time.

One of my clients Janet Nielsen requested we bring back this type of entry line in the transaction screen. She has encountered lots of clients using the bank transfer tool incorrectly.

Can we add a banner at the top of the screen that pops-up the first time you log in after an update has been made?

On behalf of a user: I have a lot of employees coming and going and I need to update information constantly. My employee list is quite long, and I need a way to filter and quickly find the employee I want to update. I also need a fast way to se...

A customer called today and wanted to suggest that we build a master search engine for all transactions, and located at the top of the page in the blue banner. She found it very difficult to search through transactions.

Rather than send out an email with an article about how I should take pictures or scan documents into a folder and combine them into a PDF you should build that right into your app. Nobody wants other folders with random files cutting up there com...

Even if this is made an option somewhere. If I am working a year behind, it is more work to have to change my date before entering each transaction.

Customers notes: I think it'd be interesting to have a mobile component that integrates with the accounting software. Having a way for employees to track their time and allocate it to different categories that are already setup within the accoun...

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.