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.
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...
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
Have a person only able to access accounts payable only and no access to financial information
Would benefit owner the company Would be able to hire a data entry person to enter everyday transactions. Repairs bills, utility bills, etc without having access to loans, bank account balances or net worth
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.
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.
I want to be able to sort by invoice number when entering Receivable payments. It seems that Audit numbers are very important to this program and I don't know many bookkeepers who know transaction or look for transactions by audit number.
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