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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 494 of 494

A/P and A/R Reports - Total summary, either in reports or on dashboard

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...
10 months ago in Other 1 Planned

Saved item descriptions for invoices

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.
2 months ago in Transactions 0

Review payroll before run payroll

I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
3 months ago in Payroll 4

Ability to export ROE to xml format

Customer requested the ability to generate ROE xml files for upload to CRA's website.
about 1 month ago in Payroll 0

Add the ability to add accounts to the COA through journal entry

We cannot currently add accounts to the chart of accounts when entering a journal entry - we should be able to add accounts on the fly through the journal entry as we are able to do that through the withdrawal/deposit function.
about 2 months ago in Transactions 0

Add column to "Receivables" and "Payables" to indicate if a payment has been applied.

I would like to see column added to the "receivables" and "Payables" pages that indicate if a payment has been applied to them, without having to pull up a report every time. It could be a simple check mark or something.
2 months ago in Transactions 0

Year-end adjusting entry - adding accounts

There should be the ability to add new accounts when you're in the year-end adjusting entry screen. Currently if you get half way done and realize you need a new account, you have to close out of the screen, go and add the account, and then come b...
2 months ago in Integrations 0

Customer listing

Would like to have the ability to create a customer listing with address and email. As well as print customer mailing labels like the desktop. We are doing a mail out and we have to go into every customer and get their address not handy.
24 days ago in Reports 0

Print Cheque from transaction screen instead of downloading cheque image everytime.

Instead of posting the expense payment then going to print cheque from a separate window. cheque image is downloaded before you are able to print it. This is going to take up space and time on computer.
about 2 months ago in Other 0

When adding a line in a withdrawal transaction, it would increase efficiency if it would automatically start as an EX line rather than being blank.

This would simply save some clicks. Currently the tab has to be clicked every time, but a typical transaction has multiple expense lines. If it is something different, like a PP, it wouldn't add any time to change it to PP from EX from the time th...
4 months ago in Transactions 0