AgExpert Accounting Ideas

In the purchases or sales transaction list screens I had a customer enter transactions stating they were not showing up in the list, only to find out that the screen sorts the entries by date, instead of relevance. The customer had to reverse all ...

Customer requested the ability to have an invoice generate and email to customer on a particular day of each month. She has 30 customers to which she invoices monthly at the end of the month

Currently when reconciling the bank account, it is difficult to distinguish which payroll cheque to reconcile for each employee because the cheque number is not listed to match up with my bank statement.

Most Analyst users I have talked to agree with me that having to click on each cell to be completed within a transaction versus just using the tab key is just too time consuming. Many have told me that it is a deal breaker that prevents them from ...

If I put my cheque number in the reference box it prints in the memo line of my cheque. I would like to add a cheque number to all my transactions, not just payroll cheques for future reference and bank reconciliation.

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.

I would like to be able to see at a glance if the invoice has been attached to a transaction. It's rather cumbersome to have to go through each one to see which ones are missing their invoices. Thank you.

A customer requested that we add the ability to include emails on invoices

Click on a specific chart of accounts and print/see what transactions make up the balance.