AgExpert Accounting Ideas
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Chart of accounts change - Only the "edit button" should bring up "edit account" window
Users with poor internet connection face some serious lag issues when scrolling through the chart of accounts, and at the moment it's really easy to accidently click on a row and bring up the wrong "edit account box". To make it less cumbersome to...
Created 28 Jan 19:29
0
2
Vote
Ability to switch Chart of accounts view from - modern to classic
-Easier for those transitioning from Analyst after years of use; -Scrolling down can be laggy. This would minimizes the need to scroll down, saving time, and it's easier to switch between the account categories;
Created 28 Jan 18:08
0
Will not implement
3
Vote
Ability to automatically add matching in & ex accounts when adding new inventory accounts
Most users who add inventory accounts will also add matching income and expense accounts. I wonder if we can streamline and automate this process a bit to save the user time. Imagine adding a new inventory account and when you hit save you got a m...
Created 28 Jan 17:34
0
Planned
1
Vote
Add 'Ship to' option in Cash Sales
I would like to identify a one-time customer without having to add to Customer list
Created 21 Jan 22:06
0
2
Vote
Add 'print invoice' option in Deposit field
Currently I need to enter a Receivable Payment then exit and reenter in Deposit for all cash customers to receive an invoice. This is very time consuming when interacting with a high number of customers per day.
Created 20 Jan 22:03
1
1
Vote
Change 'PAID' logo on invoice template
The 'PAID' logo on the invoice templates is quite obnoxious looking on the invoice, and I don't think looks as professional as it did on analyst. I do not currently see a place to change it as all of the templates seem to use the same one.
Created 18 Jan 20:47
1
9
Vote
Loan Balances
It would be useful if loan balances were displayed in the Sales/Withdrawal screens when making a Loan Payment/Addition. Perhaps it could go in the 'Detail' column, like it appears with Accounts Payable.
Created 14 Jan 23:14
1
5
Vote
Create more functionality from Suppliers and Customers pages and from supplier/customer cards
Create the ability to drill down from the Aged Balances on the Customer/Supplier pages to see and even edit transactions creating the balance indicated. From Customer/Supplier cards add more functionality like: Payment due terms that will print by...
Created 11 Jan 17:45
2
16
Vote
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
4
Vote
Type account picker shows most recent used accounts at the top
If you go to pick an expense account in a transaction entry, all of the accounts show up in the pick-box. A customer requested this list be sorted by relevance, and so the most used accounts would appear at the top. This would be very useful until...
Created 30 Dec 19:06
0
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