AgExpert Accounting Ideas

A customer was upset that the credit notes are showing up on the aged report as they will have to manually work around this in excel. Their accountant specifically wants an aged report and with no credits appearing. It would be very practical if w...

The loan report should ALWAYS include loans that had a beginning balance in the selected reporting period even if the ending balance is zero, so that you can generate an accurate loan report with beginning and ending values. Currently, the only wa...

Right now when I import my statements, the software automatically matches the amount to an existing transaction even though the date is different. This makes the importing feature useless. If you happen to have several transactions that are the sa...

this will prevent correcting that box every time you use it

Look into whether we can get CRA onboard for direct netfiling. If not, provide a link directly to the Netfile page where they can enter their web access code.

Ability to show/hide contacts, and delete new unused contacts. Presently we cannot do delete or hide them. Passing this on to our development team as per customer feedback.