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AgExpert Accounting Ideas
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AgExpert Accounting - Web

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Print Cheque from transaction screen instead of downloading cheque image everytime.

Instead of posting the expense payment then going to print cheque from a separate window. cheque image is downloaded before you are able to print it. This is going to take up space and time on computer.
5 months ago in Other 0

Ability to delete customers or suppliers if no transactions tied

Recently I had a customer who accidently entered +200 customer contacts in the wrong business, in their case it was actually a pretty easy mistake to make as both business names are similar. There were 0 transactions tied to the entries and the us...
3 months ago in Setup 0

Clear old payables/receivables

It would be really nice if there was an option to clear old payables or receivables in the next fiscal. Often the accountants post entries on the GJ that don't jive with current payables or receivables so I have outstanding from years back and no ...
about 1 month ago in Transactions 1 Will not implement

Transaction screen - Tab button creates a new row

It would save users time and be more efficient if instead of having to hit the enter key to trigger the add a new row button, you could just keep tabbing after a debit or credit column field was filled in.
about 1 year 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

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
4 months ago in Other 0

Invoicing from the App

Many customers would love to be able to create invoices from the app. That is their main request.
about 2 months ago in Transactions 1 Planned

Ability to import a Chart of Accounts

As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...
2 months ago in Setup 0

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...
3 months ago in Transactions 2 Planned

Holding of Invoice

Can we somehow add various work throughout the month onto an invoice and hold the invoice until the month is completed then save it, so there is not so many transaction reversals on the same invoice. For example - Custom Work Dec 1 of 3 hrs then a...
about 1 month ago in Transactions 0