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
44
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
32
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
26
Vote
I'd like to be able to select a date range on reports and not be restricted to a certain fiscal year.
No description provided
Created 24 Jul 01:00pm
0
23
Vote
Allow negative Withdrawal Transactions (Refunds) in Credit Card
Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.
Created 31 Mar 05:28pm
3
Already exists
21
Vote
Ability to EFT funds for payroll
Had a customer request this functionality. He's got 40 migrant workers a season, usually different. Great modern features other software have.
Created 25 Nov 07:05pm
0
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
18
Vote
Summary page like in the original AgExpert Accounting
it would be super useful to have an overview screen with account balances and recent transactions so that things are easily accessible to have a quick recap when signing back in.
Created 7 Dec 09:55pm
0
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
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