All ideas

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,

Most day-to-day entries are income or expenses. Scrolling down every time to pick the type in or ex is a bit of a pain. Instead of bumping up those 2 types to the top of the list I thought of a better idea... What if the type list was sorted and...

It would make it easier and save time to find a missing entry that was accidently reversed. I had a customer with 20K+ entries and using the reports was very time consuming, the back and forth also made it risky as we had to set the filters each t...

We run multiple companies as a joint operation. They need to be independent corporations for production contracts (therefore, independent files), but it would be very helpful if there was a feature to consolidate trial balances in excel (match acc...

Please create a line where we can enter a Customer/Vendor name without having to save/set up a new customer. If it's someone I deal with one time and paid them immediately I don't want to have to save a customer in the system for them. Especially ...

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...

I recently helped a customer clean up their cca asset accounts in the chart of accounts It was a bit of a mess...They were able to add subaccounts to the 1800 classes, and because they put opening balances in we couldn't delete them after. The cus...