AgExpert Accounting Ideas
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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
40
Vote
Allow modification of inventory entry
Right now if an error is made during inventory entry the only way to correct it is to do another entry. It would be much better if you could click on the transaction and correct it much like a purchase or sale transaction.
Created 29 Sep 02:13
0
Planned
1
Vote
Paystub print format
Paystubs print only in portrait orientation and has super small print with a lot of blank space. Attempting to print in landscape orientation results in cut off text, although get's closer to the desired font size.
Created 04 Aug 21:32
0
Planned
2
Vote
Ability to change default CCA asset accounts
A customer of mine spent a lot of time adding new cca accounts in their assets/chart of accounts, only to realize after that they could not re-assign them afterwards. We could add a warning message to make users aware of this when editing a cca as...
Created 07 Jul 16:18
0
Planned
8
Vote
Inventory transactions available to drill down on from the inventory screen
Currently you have to go through the balance sheet to see a general ledger report of transactions for an inventory account. You should be able to do this by selecting the account in the inventory section
Created 27 Apr 12:42
0
Planned
15
Vote
Ability to deposit multiple RP in the same transaction including multiple customers
Customers deposit multiple cheques at the same time, not always from one customer. To keep the paper trail consistent with bank reconciliation customers would like this feature enabled. You are currently restricted on one customer and their receiv...
Created 20 Apr 19:52
1
Planned
8
Vote
Add customer number on the Invoices and Statements
As a user, I would like to be able to configure a customer number on the customer profile. That information should pull on to the invoices and statements
Created 26 Feb 19:00
1
Planned
30
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
58
Vote
Ability to email invoices directly to customers via the point of sale
This would prevent having to print/scan then email the invoice to the customer. Just as you have in the texting option of a mobile device (Forward) or email (send to) option
Created 06 Feb 02:47
3
Planned
1
Vote
Clean-up HST review report
The transaction line amounts should not be staggered with the actual tax columns. I've had a few clients state that it is difficult to read. All amounts should be on the same row.
Created 04 Feb 22:43
0
Planned
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