All ideas

I would love to have a posted transaction screen for each account, credit cards and loans....not just a report to pull everything up. Something that looks like the bank rec screen.

"Hello, I have a suggestion. There are 4 tabs under employees. Only one, DETAILS, shows the employee's name. I have 25 SAWP employees, all similar set up, and when I am looking for something like payroll ytd totals, or any other information, the e...

When completing payment of a payable, the taxes entered (GST and PST) do not carry over to populate in the Withdrawal screen. So when printing a cheque to pay a payable payment for instance, the tax lines say zero on the cheque stub, as it only po...

Looking at transaction overview, can't ell a thing what each item is for

I have payroll transactions stuck in bank transaction screen that are already recorded. Can't match them to bank transactions because they are done in two withdrawals at the bank due to transaction limits. They will continuously pop up when cleari...

currently if typing account number or name, even if narrowed down to a single possible name, cannot press enter to select and move on.

In the desktop AgExpert Analyst version, in the "new transaction" screen, the Reference field had a drop down menu with commonly entered terms, and the field would auto-populate if you started typing one of your commonly used terms. That was a ver...

Nice feature to have online is the transaction defaults income and expense accounts,

Customer would like the option of adding a custom tax, such as the Carbon tax, in the options within Accounting.