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AgExpert Accounting Ideas
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AgExpert Accounting - Web

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JUst need help

How do I print just an outstanding receivables and/or payables reports. I just want outstanding not the pages long that show payments. Sorry I am frustrated with not having what we had in Analyst!
about 1 month ago in Reports 1 Already exists

Customer listing

Would like to have the ability to create a customer listing with address and email. As well as print customer mailing labels like the desktop. We are doing a mail out and we have to go into every customer and get their address not handy.
4 months ago in Reports 0

Indication whether a file is added or not

It would be nice to see if a file/invoice is included from the transaction screen. I have some invoices added in and others are still paper copies. Even if there was a heading with file, and check mark in the transactions including a invoices.
about 1 month ago in Transactions 2 Already exists

General transaction user interface improvement

When adding a row to a transaction, need to use shift+tab 5 times to move active box to transaction type window. Can active box default to transaction type? Transaction type drop down reacts differently if clicked into, vs tabbed into. When tabbin...
about 1 month ago in Transactions 0

Invoice templates

I would really like to see some more options on the invoice templates. If for example I use the orange template, I like how my information versus client information lines up, but the colour is a sweet orange, does not go with my logo which is blue...
4 months ago in Other 0

General journal - Memorize

Ability to memorize journal entries, useful for recurring things like dividend payouts or manual cca calculations.
9 months ago in Transactions 0

Print cents (00/100) when writing amount on cheques where amount is even dollars

Print cents (00/100) when writing amount on cheques where amount is even dollars
4 months ago in Other 0

add option to import vendor and client list from an excel file

Since many accounting programs do not migrate into AgExpert it would be helpful to at lease be able to import vendor and supplier lists. Most accounting programs can export these lists to an excel file. If AgExpert were able to import these lists ...
5 months ago in Setup 0

Bank Rec "new transaction" should auto-populate to the bank account you're reconciling.

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.
over 1 year ago in Transactions 1 Planned

Invoice and statment with late payment interest added

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...
over 1 year ago in Reports / Transactions 1