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AgExpert Accounting Ideas
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Prepare reports to print the same.

Some are portrait, some are landscape, some need page set up adjustments.. can they all be "set to print"?
almost 6 years ago in  0

To be able to do quick reports on all accounts while in the chart of accounts would be very helpful.

No description provided
almost 3 years ago in Reports 0

It would be nice to be able to add account numbers while entering transactions.

No description provided
almost 3 years ago in  0 Already exists

Opening accounts receivable

Opening accounts receivable is not very friendly at the moment. If I want to add a receivable invoice al I can do is add a balance to an account. So if I have an invoice with GST i need to add amount of GST to that account, save and another to wha...
over 1 year ago in Setup 0 Planned

Bank transfers in Plaid

Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...
over 1 year ago in Transactions 0

Work with Hubdoc and/or receipt bank for receipt and transaction the transfers

receipts can be scanned, emailed or retrieved from various suppliers and then transferred directly into the software. This eliminates the data entry for many users
over 7 years ago in Integrations 0

Password protect year ends for accountants

For accountants to be able to set up a password for a specific date to stop their clients from making back dated entries into a previous fiscal year where their accountant has already done Year End adjustment entries for them
over 7 years ago in Other 2

For Agristability: Have a production margin report based on the eligible revenue and expenses, that pulls in the allowable accrual adjustments.

No description provided
almost 6 years ago in  1

Add new security role for invoicing

I have a customer that has 5 different people entering invoices and 1 primary bookkeeper that does everything else. The primary bookkeeper does not want those who enter invoices to have acess to ther other data - solely the capability of entering ...
over 4 years ago in  0

To be able to use tax codes for other provinces that your business buys from or sells to.

When setting up your business information, you should be allowed to pick which provinces that you do business in, so the proper taxes are used. For example in my case my farm is in Quebec but we border Ontario. All the farm dealers are in Ontario,...
almost 3 years ago in Transactions 0