Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

AgExpert Accounting - Web

Showing 504 of 504

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

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
8 months ago in Reports 1

Sort by invoice number in RP

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.
about 1 month ago in Transactions 2

I just want to know where edit inventory details has gone to in Accounting..

In Analyst there was an edit inventory details so if you missed entering a commodity grade you could enter it!
about 1 month ago in Inventory 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

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

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

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

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