AgExpert Accounting Ideas
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Ability to email invoices directly to customers via the point of sale
This would prevent having to print/scan then email the invoice to the customer. Just as you have in the texting option of a mobile device (Forward) or email (send to) option
Created 6 Feb 02:47am
3
Planned
47
Vote
Dashboard
Quick glance 5 previous entries, account balances, inventory valuation etc etc etc. Pretty much what Analyst had to start with. Feels like we are going backwards
Created 21 Feb 03:22pm
2
Planned
46
Vote
Allow modification of inventory entry
Right now if an error is made during inventory entry the only way to correct it is to do another entry. It would be much better if you could click on the transaction and correct it much like a purchase or sale transaction.
Created 29 Sep 02:13am
0
Planned
19
Vote
Statement and Invoice templates - issues with window #10 envelopes
This was a feature available in Agexpert Analyst. There was a template for satements that matched our cheques layout for company address and receipent address. So we could use the same window envelopes #10 to mail our statements. None of the curre...
Created 1 Nov 08:21pm
0
Planned
17
Vote
Ability to deposit multiple RP in the same transaction including multiple customers
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...
Created 20 Apr 07:52pm
1
Planned
16
Vote
Expanded Invoicing Capabilities
I would like to see more options to customize the invoicing capabilities such as more than 1 option for logos (be able to use affiliated Company logos along with our own). More areas to have stated warranties, descriptions. etc. Have automatic rol...
Created 2 Apr 05:10pm
0
Planned
16
Vote
Accounts dashboard
On the dashboard landing page there should be a nice HUD of your current accounts balances. Similar to the old desktop version but could be modernized. Include bank balances, A/R, A/P, Credit balances, Inventory.
Created 4 Jan 04:57pm
0
Planned
16
Vote
I would like the program to be able to recognize names like Sask Power and set the expense acct to power without me doing anything based on previous transactions
No description provided
Created 7 Nov 04:26pm
1
Planned
15
Vote
Ability to print capital assets with serial numbers
we would love this report so we are able to double check serial numbers and just to make sure everything is entered properly
Created 27 Apr 07:55pm
0
Planned
14
Vote
Pay multiple transactions with one accounts payable
When paying off multiple transactions payable payment, highlight the transactions you have already on lines or take them away from drop down once added to line item. For instance I have 30 small payable transactions per month that I write one cheq...
Created 18 Feb 05:44am
0
Planned
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