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Printing Cheques from Payable Charge Accounts and Automate Transactions

We are having an issue where amounts are to be recorded into accounts payable and then approved to be paid before cheques can be printed. We are looking for a way to print a cheque based on the payables entries and include multiple payables on tha...
about 1 year ago in Transactions 0 Planned

Bank rec. - Archive old entries option

There are some users who would like to use the bank rec. feature but don't, because they are overwhelmed by the fact they have years of uncleared entries that carried forward, making it rather difficult to focus and filter thru every time. The cur...
about 1 year ago in Other 0

Transaction type drop down list sorted by last used

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...
about 6 years ago in  0 Will not implement

Being able to navigate the date selection similar to AgExpert Analyst.

This was very helpful especially when choosing a date that was months or years in the past. I always appreciated how much easier it was in Analyst then other accounting programs I use.
about 1 year ago in Transactions 1

Drop down menu with common reference under Reference field in Withdrawal menu

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...
over 2 years ago in Transactions 0

Consolidate multiple companies

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...
over 6 years ago in  1

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...
about 5 years ago in  0

Detailed Inventory report - Unit value reflect the unit value from transactions and adjust value

Currently in Detailed Inventory report, Unit value doesn't reflect the unit value from any new transactions and adjust value.
over 1 year ago in Inventory 0

It would be nice to select order the cheques will be printing out in when printing multiple cheques.

Payroll is a very good example of this being able to do up a large number of cheques, in one print.
over 1 year ago in Reports 0

Payroll Employee setup - Warning msg

It could be useful to give a warning message when saving new employees with 0 td1 amounts , this way it helps ensure the taxes calculate correctly.
over 1 year ago in Payroll 0