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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 497 of 497

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

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

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

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

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 export tax data to "Turbotax"

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.
about 1 month ago in Accounting - Web / Integrations 0

Invoicing from the App

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

Ability to quick print new invoices

Presently you have to press download invoice, then open the pdf and then print the invoice, and I had a few customers request the ability to hit the 3 dots and quickly print an invoice directly.
about 1 month ago in Transactions 0

Batch edit/reversals of Paycheques

Currently you need to click on each Paycheque in order to modify the cheque and re-number it, or to reverse it, which is time consuming if you have 100 cheques to run. We can edit the paycheques to change the cheque number, but that is all. It wou...
4 months ago in Payroll 0