AgExpert Accounting Ideas

1) Enter a withdrawal transaction. Tab through to the account box 3) Press spacebar to bring up account picker window 4) Type an account number, even if it matches and shows up in the list you have to click on it with the mouse or use the directio...

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...

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.

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

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...

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

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

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.

I have used both the online and desktop version of AgExpert. I like the online version better my only frustration is not being able to tab through everything easily like I could in the desktop version. Especially the fact that I have to click to e...