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AgExpert Accounting Ideas
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Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
9 months ago in Reports 0 Planned

Deposit - Customer balance displayed

This was a feature available in Agexpert Analyst. Deposit window would show if the customer had a balance owing on their account.
about 2 years ago in  1 Planned

HST - Easier Way to Turn On

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...
about 2 months ago in Integrations 1

Hour tracking for employees

My guys are able to bank there time. It would be helpful to be able to track hours worked and hours paid separately
5 months ago in Payroll 0

edit screen for pay cheques

Need a easier way to view each employee payroll (benefits and deductions) then flipping between the 2 screens. When you have 20 employees it gets confusing and lost. Analyst system was easier as you reviewed each individual employee then moved to ...
8 months ago in Payroll 1

Allow negative Withdrawal Transactions (Refunds) in Credit Card

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.
over 3 years ago in  5 Already exists

Reconciliation account default

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...
10 months ago in Other / Transactions 2 Planned

Have a "flag" option for ask my accountant

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
11 months ago in Transactions 0 Planned

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
5 months ago in Reports 0 Planned

Ability to import data from Simply Accounting

I have had a few customers lately that have requested a tool to import data from Simply Accounting (known as Sage50 now). Ideally chart of accounts and contacts from a csv format.
7 months ago in Other 0