AgExpert Accounting - Web

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

we would love this report so we are able to double check serial numbers and just to make sure everything is entered properly

This would super time saving for users who enter a lot of receivable charges and print off invoices often. Presently you need to save the entry, then click the 3 dots, then click print invoice. Instead, what if near the bottom right of the transac...

When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.

Customers deposit multiple cheques at the same time, not always from one customer. To keep the paper trail consistent with bank reconciliation customers would like this feature enabled. You are currently restricted on one customer and their receiv...

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.

Time saver for book keepers and less chance of error. Should be able to select multiple employees and change the WSIB rate, Federal/Provincial claim amounts and wage. It is incredibly time consuming when you have multiple employees to change their...

Adding additional notes about the invoice/work done on the invoice. Was nice in AgExpert Analyst