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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 513 of 513

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

Ability to export to GIFI (Turbotax)

An accountant requested that we add a feature that allows users to export their gst, pst and income tax data to a gifi format for easy import into turbo tax.
about 1 month ago in Reports 0

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

printed reports insert page breaks for no apparent reason - why?

It's that time of year where I am printing general ledgers, capital asset reports, etc. Whether the report is printed on paper or exported as a pdf, there are these random page breaks inserted for no reason that I can understand, making reports th...
23 days ago in  3

Dans le journal des paies quand on fait un changement il ne devrait pas se faire dans les années antérieurs EX je fait un changement en 2022 il ne doit pas apparaitre en 2017

No description provided
23 days ago in Accounting - Web 1 Already exists

CAN WE HAVE A PRIVACY BUTTON? OPTION GHOST OUT $$ WHEN WORKING ON PAYROLL OR EVEN THE DASHBOARD SCREEN - SO WHEN SOMEONE WALKS INTO OFFICE TO TALK, SENSITIVE INFORMATION IS INVISIBLE.

QBO HAS LOCK ICON SO WHEN WORKING ON PAYROLL - ADDING EMPLOYEES, RUNNING REPORTS ETC, THE $ IS NOT VISIBLE. I USED IT ALOT SINCE I HAVE ALOT OF TRAFFIC IN MY OFFICE. WHEN I STEP AWAY FROM MY DESK I DON'T HAVE TO THINK ABOUT IT....
25 days ago in Payroll 0

Invoicing from the App

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

Drag and drop attachments onto transactions

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.
8 months ago in Transactions 1

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...
3 months ago in Setup 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...
5 months ago in Payroll 0