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AgExpert Accounting Ideas
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AgExpert Accounting - Web

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Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
7 months ago in Reports 0 Planned

Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
11 months ago in Reports 0 Planned

when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
8 months ago in Transactions 1 Planned

Reconciliation account default

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...
12 months ago in Other / Transactions 2 Planned

Have a "flag" option for ask my accountant

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
about 1 year ago in Transactions 0 Planned

Transaction screen - Option to print invoice immediately

This would super time saving for users who enter a lot of receivable charges and print off invoices often. Presently you need to save the entry, then click the 3 dots, then click print invoice. Instead, what if near the bottom right of the transac...
over 1 year ago in Reports 0 Planned

Ability to batch print statements for clients

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...
about 1 year ago in Reports 0 Planned

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
8 months ago in Transactions 2 Planned

Ability to EFT funds for payroll

Had a customer request this functionality. He's got 40 migrant workers a season, usually different. Great modern features other software have.
about 6 years ago in  0 Planned

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
over 1 year ago in Reports 0 Planned