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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Hate having to close out of my work to find information-adding employee

I was adding a new employee and I had to close to find what employee number I needed, then go back and start all over again. It could auto populate the number with the next available, but also be able to put your own in if you want.
about 1 month ago in Payroll 0

Delete template that I have created

I added two templates in the cheque designer. I called the first on Payslip then I made another of the same name assuming it would overwrite it. No such luck!! Now I can't delete the one I didn't like. I made the template I should be able to delet...
about 1 month ago in Payroll 0

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...
4 months ago in Setup 0

Need actual bank balance from end of prev yr in cash flow under planning

Currently bank starts at zero not actual. Having this option would show cash needed each month.
3 months ago in Other 1 Already exists

Make payments to another customers payable

I would like to be able to make a payment/deposit by one customer to another customer's payable/receivable. This was possible in the desktop version but not now online
7 months ago in Transactions 0

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.
6 months ago in Reports 0

As I customer i want to be able to access the "Connect to Support" from the dashboard

Placing the “Connect to Support” button prominently on the dashboard enhances user experience and operational efficiency. By providing immediate access to assistance, users can resolve issues quickly without navigating through multiple menus, redu...
4 months ago in Dashboard 0

setting up a new heading Account

I Notice we have Current Assets and Fixed assets. I would like to add "Other Assets" but the program does not allow to add a header account. Would be nice to have that option again, as we have it in Analyst
4 months ago in Setup 1

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.
3 months ago in Reports 0

Customizing CNESST frequency

Accounting is only allowing Monthly remittances. It would be good to be able to customize the frequency as needed, quarterly and annually.
9 months ago in Payroll 0