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AgExpert Accounting Ideas
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See balance on a payable or receivable when you choose from the with withdrawal screen

In analyst, when making a payable payment, you could see the balance on the payable account when you chose the account from the list. This was helpful in making sure what you were paying was correct and that all your invoices were entered. Same fo...
28 days ago in Transactions 1 Planned

Invoicing from the App

Many customers would love to be able to create invoices from the app. That is their main request.
about 1 month ago in Transactions 1 Planned

UPLOAD INVOICES

I BEGAN USING THE UPLOAD INVOICES - AN EFFORT TO MORE TOWARD PAPERLESS AND SHARED AP RESPONSIBILITY. I am surprise it doesn't populate the vendor name and it defaults to withdrawals, rather than payables - I thought that would be a given - if ther...
about 1 month ago in Transactions 1 Planned

Purchase order creator

Would be nice if this software could process and make purchase orders with suppliers and larger connect them to inventory and invoices to be paid, when dealing with international suppliers need to be able to send professional looking PO's for cust...
2 months ago in Transactions 2 Planned

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 ...
2 months ago in Payroll 2 Planned

Saved item descriptions for invoices

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.
4 months ago in Transactions 0 Planned

Ability to view an invoice without downloading

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
7 months ago in Reports 0 Planned

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
7 months ago in Reports 0 Planned

when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
8 months ago in Transactions 1 Planned

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
9 months ago in Transactions 2 Planned