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Avoir une option fin de mois pour nous guider à travers les différentes étapes à faire

J'ai utiliser des logiciels qui nous avertissait si nous n'avions pas complété tel où tel étape avant d'effectuer la fermeture de la journée ; si ont pouvait faire la même chose pour la fermeture du mois et même la fermeture d'année, ça m'aiderait...
over 1 year ago in Other 0

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

Built-in calculator in the transaction screen

Save time by having to go back to an adding machine to recalculate when the auto calculation is wrong As per customer suggestion at cps 2020
almost 6 years ago in  0 Will not implement

Import memorized entries from Analyst files

A customer requested today that we upgrade the migration tool so that it imports memorized transactions as templates. Thank you!
about 3 years ago in  0

simple help page

I live in an area where phone coverage is spotty and internet is slower. so having a help feature that can quickly explain each feature an how to use it properly would be huge. As I am a new farmer and trying to keep books as orderly as possible, ...
about 3 years ago in  0

Open invoices for point of sale

It would be helpful to be able to leave an invoice open when you are doing custom work for example. You can keep adding charges as you complete jobs for the customer until you are ready to finalize the invoice and send it.
over 1 year ago in Transactions 0

Have an icon in transaction reports, that would automatically load the last page of “transaction reports” when you requested to open the transaction report screen.

No description provided
about 3 years ago in  2 Already exists

Tags and/or commodity allocations

The ability to tag or allocate transactions to commodity groups and view tag/commodity specific reports - allocations are a feature in analyst that are missed here
about 3 years ago in  0

Export dates in a normal format.

When exporting ledger detail from AgExpert Accounting (web) to excel format, the dates are exported as, for example “Apr 11 2023”, which is basically useless for being able to use the date in excel unless you want to sort by month alphabetically. ...
over 1 year ago in Reports 0

Create an Accounts Payable Printable Record

When we pay other companies and farms, alot of the time, the commodity we are paying for is being tracked by us, and us alone. For example, pasture (we keep track of the days grazed) and straw each fall (We track how many bales are made and how ma...
about 3 years ago in  0