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AgExpert Accounting - Web

Showing 516 of 516

Warn if reference number was previously used

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.
5 months ago in Transactions 0

Cash Flow Tools needs comments section and more flexibility in reporting

The Cash Flow Tool needs more detail and flexibility in generating reports. An option to add comments would help when reviewing a report because as the year progresses, it can be difficult, if not impossible, to remember what rationale went into t...
7 days ago in Other 1

Sum Totals in GL reports

I would like the GL report to sum totals for the various columns when I pull them. This would be the quantity column, the debit, and the credit column. It would be nice to be able to see at a glance the totals instead of having to export to excel ...
19 days ago in Reports 0

Pay by direct deposit to employees

It would be nice to be able to pay employees by direct deposit, and have it auto-categorize, like QuickBooks allows. It’s a hassle to write cheques for payroll in today’s day and age, and keeping track of etransfers is not that straightforward or ...
3 months ago in Payroll 2 Planned

when start software - default the date to today

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
6 months ago in Transactions 7

Streamline inputting transactions

We always have to pick from drop down list. Type of transaction only works for first line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if...
2 months ago in Transactions 0

Search from Transaction Screen

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
2 months ago in Transactions 0

printed reports insert page breaks for no apparent reason - why?

It's that time of year where I am printing general ledgers, capital asset reports, etc. Whether the report is printed on paper or exported as a pdf, there are these random page breaks inserted for no reason that I can understand, making reports th...
8 days ago in  3

Dans le journal des paies quand on fait un changement il ne devrait pas se faire dans les années antérieurs EX je fait un changement en 2022 il ne doit pas apparaitre en 2017

No description provided
8 days ago in Accounting - Web 1 Already exists

CAN WE HAVE A PRIVACY BUTTON? OPTION GHOST OUT $$ WHEN WORKING ON PAYROLL OR EVEN THE DASHBOARD SCREEN - SO WHEN SOMEONE WALKS INTO OFFICE TO TALK, SENSITIVE INFORMATION IS INVISIBLE.

QBO HAS LOCK ICON SO WHEN WORKING ON PAYROLL - ADDING EMPLOYEES, RUNNING REPORTS ETC, THE $ IS NOT VISIBLE. I USED IT ALOT SINCE I HAVE ALOT OF TRAFFIC IN MY OFFICE. WHEN I STEP AWAY FROM MY DESK I DON'T HAVE TO THINK ABOUT IT....
10 days ago in Payroll 0