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AgExpert Accounting Ideas
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Attach file to bank transfers

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement
almost 3 years ago in Transactions 1

Print Address

It would be nice to be able to address envelopes from the program instead of having to hand write them.
almost 3 years ago in Reports 0

Ability to view transactions for individual chart of accounts while in the chart of accounts

Click on a specific chart of accounts and print/see what transactions make up the balance.
about 3 years ago in Reports 0

Make it possible to sell a portion of a capital asset

Shared equipment is a reality in ag. And sometimes that happens after the original purchase date. In order to protect the CCA schedule it would be ideal to be able to sell a portion of an existing capital asset. The work-around to make it happen r...
about 5 years ago in  0

A way to delete obsolete automated description entries in transaction entries

I must have hundreds of automated descriptions that I no longer use after so many years, yet must see them all whenever I start entering a description entry. It's frustrating & a waste of time - there must be a way that clients could delete de...
over 5 years ago in  0

option to view transactions per account type

Desktop version of analyst allowed you to view by account the transactions whether a debit or credit. In accounting on the web, it's all together but grouped by debit or credit. That makes it difficult to sort through to see where I left off in my...
almost 6 years ago in  0

Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
3 months ago in Transactions 0

UPLOAD INVOICES

I BEGAN USING THE UPLOAD INVOICES - AN EFFORT TO MORE TOWARD PAPERLESS AND SHARED AP RESPONSIBILITY. I am surprise it doesn't populate the vendor name and it defaults to withdrawals, rather than payables - I thought that would be a given - if ther...
3 months ago in Transactions 1 Planned

Pay Period Start Date

It would be beneficial to include an option for entering the payroll period start date to ensure accuracy and flexibility in processing.
4 months ago in Payroll 4

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
5 months ago in Other 0