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AgExpert Accounting Ideas
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AgExpert Accounting - Web

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Add ability to report balance sheet in cash or accrual - the only option is to report in accrual right now.

When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.
5 months ago in Reports 1

On your invoices, have a column to show which items are being charged with HST and which are not.

Customers do not know which items are being charged HST
3 months ago in Other 0

Default Reports to sort by date

As an accountant, I generally want reports sorted by date rather than transaction number. It would also be nice if users can set-up their own defaults for reports
7 months ago in Reports 1

Indication whether a file is added or not

It would be nice to see if a file/invoice is included from the transaction screen. I have some invoices added in and others are still paper copies. Even if there was a heading with file, and check mark in the transactions including a invoices.
17 days ago in Transactions 2 Already exists

Purchase order creator

Would be nice if this software could process and make purchase orders with suppliers and larger connect them to inventory and invoices to be paid, when dealing with international suppliers need to be able to send professional looking PO's for cust...
2 months ago in Transactions 2 Planned

As I customer i want to be able to access the "Connect to Support" from the dashboard

Placing the “Connect to Support” button prominently on the dashboard enhances user experience and operational efficiency. By providing immediate access to assistance, users can resolve issues quickly without navigating through multiple menus, redu...
about 2 months ago in Dashboard 0

setting up a new heading Account

I Notice we have Current Assets and Fixed assets. I would like to add "Other Assets" but the program does not allow to add a header account. Would be nice to have that option again, as we have it in Analyst
about 2 months ago in Setup 1

General transaction user interface improvement

When adding a row to a transaction, need to use shift+tab 5 times to move active box to transaction type window. Can active box default to transaction type? Transaction type drop down reacts differently if clicked into, vs tabbed into. When tabbin...
18 days ago in Transactions 0

Ability to add a statement to a bank rec as an attachment

A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.
6 months ago in Other 1

Ability to View Related Payable/Receivable Charge from Withdrawl/Deposit Window

When viewing a Withdrawl or Deposit entry, and clicking on the paperclip to see the attached Receivable or Payable Charge transaction, you can't see the details of the charge when clicking on the transaction number hyperlink. Sometimes, account de...
about 1 month ago in Transactions 1