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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 502 of 502

Sum Totals in GL reports

I would like the GL report to sum totals for the various columns when I pull them. This would be the quantity column, the debit, and the credit column. It would be nice to be able to see at a glance the totals instead of having to export to excel ...
1 day ago in Reports 0

ability for marketing advisors to only see inventory

The ability for our grain marketing person to have access to AgExpert but only see the inventory - not the loans, assets and other expenses.
4 days ago in Other 0

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
4 days ago in Transactions 1

warning before going back a screen in a transaction

It would be great to have a "warning do you want to go back/exit screen" when entering transactions. Multiple times I enter a transaction and with the type of mouse I use (Apple Magic Mouse) I accidentally lose all of my work due to an accidental ...
4 days ago in Accounting - Web 0

Sending Invoices to multiple people

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
4 days ago in Transactions 1

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.
5 days ago in Other 1 Already exists

type in transaction template

I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.
15 days ago in Transactions 0

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.
11 days ago in Reports 0

Pay by direct deposit to employees

It would be nice to be able to pay employees by direct deposit, and have it auto-categorize, like QuickBooks allows. It’s a hassle to write cheques for payroll in today’s day and age, and keeping track of etransfers is not that straightforward or ...
3 months ago in Payroll 2 Planned

A/P and A/R Reports - Total summary, either in reports or on dashboard

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...
about 1 year ago in Other 1 Planned