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AgExpert Accounting Ideas
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Payroll - Save Draft feature when creating cheques

"Good afternoon, is there a way to save payroll while in process? I had several transactions entered and needed to change the set up for one employee so I went back and lost all the payroll I entered. "
about 1 year ago in Payroll / Transactions 0 Planned

Trends and Forecasting

Does the AgExpert platform offer various tools to track and visualize data, making it useful for monitoring trends?
about 1 year ago in Other 1 Planned

When converting from the desktop to the online, only 10 templates transferred.

For a large client that has lots of memorized transactions they want all of them to transfer, otherwise, maybe they won't change to the online.
10 months ago in Transactions 0 Planned

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...
12 months ago in Transactions 0 Planned

Optional Credit Use instead of mandatory?

I have a few credits with organizations that we save for a specific purpose but every time I try to enter in a transaction it always wants to use the credit and its hard to delete, causing issues and then when you click save the credit amount pops...
about 3 years ago in  0 Planned

Larger comment area on invoices as well as ability for invoice template to allow for customer address to be used with window envelopes

We do custom farming, and the ability to provide detail to clients on what they are being billed for is essential. Currently only the blue invoice template allows for larger comment space, but the customer address is not in a place that is compati...
about 3 years ago in  1 Planned

Delete button in bank transaction screen.

I have payroll transactions stuck in bank transaction screen that are already recorded. Can't match them to bank transactions because they are done in two withdrawals at the bank due to transaction limits. They will continuously pop up when cleari...
about 2 years ago in  0 Planned

Create Point of Sales and Transaction default accounts

Nice feature to have online is the transaction defaults income and expense accounts,
about 2 years ago in  0 Planned

Add a drill-down feature to account balances in the chart of accounts

Make it easier to identify balances as you scroll through your accounts. The drill down would open up the g/l report for that account, maybe defaulted to "cash" and the "current fiscal year" filters. If the report could pop-out in a new tab instea...
over 4 years ago in  0 Planned

Include remittance charges in either sales>transactions or purchases>transactions

Presently the only way to look up remittance charges is via the reports, and this can be a pain to rely on when trying to reconcile charges and payments as there is a ton of back and forth, and it's super easy to forget to change the filters every...
about 1 year ago in Reports 0 Planned