AgExpert Accounting Ideas
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Accounts dashboard
On the dashboard landing page there should be a nice HUD of your current accounts balances. Similar to the old desktop version but could be modernized. Include bank balances, A/R, A/P, Credit balances, Inventory.
Created 04 Jan 16:57
0
Planned
14
Vote
Expanded Invoicing Capabilities
I would like to see more options to customize the invoicing capabilities such as more than 1 option for logos (be able to use affiliated Company logos along with our own). More areas to have stated warranties, descriptions. etc. Have automatic rol...
Created 02 Apr 17:10
0
Planned
13
Vote
Ability to (hide) customers, payees, or any accounts
I would like to be able to choose to (hide) customers, payees, or any accounts in the chart of accounts. My business has evolved over the years and some of the accounts and contacts that were used 15 years ago are not used currently and I would li...
Created 22 Apr 19:02
2
Planned
5
Vote
past transactions list
It would be nice to have a list of the all recent transactions in a centralized location (dashboard). It is annoying to have to go into each section (purchases, sales, General Journal) to see what were the last transactions to check if/what has be...
Created 14 Mar 17:34
0
Planned
15
Vote
Ability to deposit multiple RP in the same transaction including multiple customers
Customers deposit multiple cheques at the same time, not always from one customer. To keep the paper trail consistent with bank reconciliation customers would like this feature enabled. You are currently restricted on one customer and their receiv...
Created 20 Apr 19:52
1
Planned
8
Vote
Ag Expert Accounting Mobile App
a mobile accounting app to snap an image of receipts and save withdrawals on the go without the use of a laptop
Created 29 Mar 20:24
0
Planned
1
Vote
Ability to download payroll into a file
So the file can be uploaded into (TD) bank electronic fund transfers and send directly to employees bank accounts.
Created 09 Apr 23:27
1
Planned
15
Vote
I would like the program to be able to recognize names like Sask Power and set the expense acct to power without me doing anything based on previous transactions
No description provided
Created 07 Nov 16:26
1
Planned
5
Vote
Increased function for Transaction templates
User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.
Created 07 Nov 14:09
0
Planned
12
Vote
Option of 2 yr comparisons for the reports. Currently only have 5yr. Also, option to restrict access to certain modules for users ie if you don't want a user in payroll, etc.
No description provided
Created 12 Jul 21:33
0
Planned
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