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AgExpert Accounting Ideas
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Use last entered date vs current date - default transaction date

Rick Friesen would like us to have an option in preferences to choose the default date option, similar to our desktop. Use last entered vs use current date. This saves him time when he's entering past info as he doesn't have to repick the date eve...
over 5 years ago in  0 Shipped

Add the ability to sort general ledger reports by date.

It would be great to be able to sort the general ledger reports by date rather than transaction entry number.
about 3 years ago in  3 Shipped

Add cheque designer for printer alignment

AgExpert Analyst had a cheque designer tool in preferences that allowed users to change the alignment of cheques printed by AgExpert to match the blank paper cheques, so that all the data would match and fit perfectly when printed. This was a real...
over 3 years ago in  0 Shipped

Ability to add payment terms to an Invoice

When printing an invoice for a customer, there is no where in AgExpert to state to our customer the payment terms. Can this not be set up under our Customer Account settings? I want my invoice to the customer to show Net 30 days. Having to hand wr...
over 2 years ago in  0 Shipped

Ability to generate/print invoices and cheques

I have had a different client ask me if we can print invoices or cheques literally every single business day in the past 2 weeks. It is one of the reasons people are sticking to the desktop platform instead of migrating to the cloud, as they write...
almost 6 years ago in  1 Shipped

Option to hide accounts in chart of accounts

Similar to Analyst, active/inactive option to show or hide accounts. Otherwise list is very long.
over 6 years ago in  1 Shipped

Transactions - Show current account balance in account picker window besides accounts

I was working with a client recently and we were entering a a series of journal entries. The client had a bunch of duplicate and similar accounts and the only way we could confirm the correct account was by checking the balance. Unfortunately when...
over 5 years ago in  3 Shipped

Memorized Entries

Memorized Entries for simple hydro bills to complicated multi lined entries
over 5 years ago in  0 Shipped

Ability to pay off multiple RP or PP to the same customer at once

Similar to AgExpert Analyst, we need to add the ability to pay off multiple invoices in an RP or PP line at once. Having a separate line for each invoice when it's the same contact is very frustrating.
over 5 years ago in  1 Shipped

On behalf of a customer: Drag and Drop to attach receipts.

I wish I could store electronic documents in a transaction entry by drag and drop (like an attachment on an e-mail). Would be super awesome for my electronic receipts to store right with the transaction entry. I would never have to dig through fil...
about 6 years ago in  3 Shipped