Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Showing 168

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 Shipped

searchable transactions

Hi, I like the program, however, it'd save time if the transactions were searchable so I can find specific companies or products. ~ Kind regards.
over 4 years ago in  3 Shipped

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
about 6 years ago in  3 Shipped

Edit transactions from within bank reconciliation screen

If there is a transaction showing up on a bank rec screen that requires editing, I want to click on the transaction from that window and correct it, rather than closing the bank rec screen and finding the transaction, fixing it and coming back in.
about 5 years ago in  2 Shipped

Option to hide reversals on General Ledger report

Customer would like an option to hide reversals from GL report.
about 6 years ago in  0 Shipped

Add more reports and customizable options

I'm missing all the options of reports that analyst had-example: loan report, or general ledger with the ability to choose a specific bank account to look at all the transactions. We have way too many transactions to have everything on 1 report. T...
over 5 years ago in  4 Shipped

Allow cell to cell movement via tab or arrow keys as well as via mouse click

Most Analyst users I have talked to agree with me that having to click on each cell to be completed within a transaction versus just using the tab key is just too time consuming. Many have told me that it is a deal breaker that prevents them from ...
over 6 years ago in  2 Shipped

Provide a report (export, print, etc) of payments made to a specific supplier

I can get a listing of transactions for a supplier for a time range using the Edit/Reverse screen, but there is no ability to export or print this
over 3 years ago in  0 Shipped

Please provide a universal search function, same as in AgExpert Analyst

I relied heavily on the ability to search all the transactions in our database when I used Analyst, using the edit transaction function. Please add that to Accounting.
over 1 year ago in Transactions 1 Shipped

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...
over 2 years ago in  2 Shipped