AgExpert Accounting Ideas
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Ability to sort by newest entries on top
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 ...
Created 22 Jun 04:03pm
Ability to setup an auto generating invoice
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
Created 29 Sep 11:07pm
Display cheque numbers for payroll in Bank rec.
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.
Created 29 Sep 02:18am
Allow cell to cell movement via tab or arrow keys as well as via mouse click
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 ...
Created 4 Jul 08:50pm
Be able to add attachments to general journal entries
No description provided
Created 16 Mar 03:29pm
Add Cheque number to Transaction
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.
Created 20 Jun 07:06pm
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 4 Jan 04:57pm
Add an icon to the transaction listings to show it has an attachment
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.
Created 9 Nov 09:52pm
Include email on invoices
A customer requested that we add the ability to include emails on invoices
Created 15 Dec 09:51pm
Ability to view transactions for individual chart of accounts while in the chart of accounts
Click on a specific chart of accounts and print/see what transactions make up the balance.
Created 22 Feb 12:37am