AgExpert Accounting Ideas
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Transaction search abilities and other things
I love the program still, however trying to get used to this new look has been rather cumbersome. I miss the ability to view the transactions quickly and SEARCH THEM while putting through another transaction. The previous setup on the computer sof...
Created 01 May 20:56
1
1
Vote
Plaid review pending transactions - Add select/unselect all checkboxes
Customer had to disconnect and reconnect his bank to plaid to get around a 2factor error message, and all the entries appeared again to review even though they were entered. It would save users time if each entry in the review transactions screen ...
Created 22 Feb 17:44
0
14
Vote
Summary page like in the original AgExpert Accounting
it would be super useful to have an overview screen with account balances and recent transactions so that things are easily accessible to have a quick recap when signing back in.
Created 07 Dec 21:55
0
Planned
4
Vote
Batch Statements and Invoice Printing - Customers
This was a feature available in Agexpert Analyst. There was a check box beside the customer names and you could check the customers that you wanted to print statemens or invoices for. Instead of having to generate and print each one off individually.
Created 01 Nov 20:18
0
4
Vote
Inventory Descriptions
There should be a spot added for a description when making an inventory adjustment that will show up on the inventory report. Right now there is a spot for notes but I can't even see where you can ever see the notes you made again. When I do an ad...
Created 20 Sep 20:06
0
8
Vote
Add snapshot function to cloud based Agexpert accounting
I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...
Created 28 Feb 19:07
0
5
Vote
Be able to search transactions by Supplier's name.
No description provided
Created 23 Jul 19:48
1
14
Vote
Ability to print capital assets with serial numbers
we would love this report so we are able to double check serial numbers and just to make sure everything is entered properly
Created 27 Apr 19:55
0
Planned
29
Vote
Dashboard
Quick glance 5 previous entries, account balances, inventory valuation etc etc etc. Pretty much what Analyst had to start with. Feels like we are going backwards
Created 21 Feb 15:22
2
Planned
7
Vote
Add external notes to invoices
Need to add more information sometimes and no where to put it.
Created 30 Mar 18:37
0
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