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Report Options

I just migrated to online accounting. It is cumbersome to have to change the calendar year I am working in, in order to see a report from another year. In the drop down menu on the report page - income and expense for example - you should be able ...
12 days ago in Reports 1 Already exists

Customer statement

Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure comple...
about 2 months ago in Reports 1 Already exists

Bulk file upload - multiple entries

I get several emails with PDF attachments. I am very busy, so am putting them into a folder to be posted. They are a mixture of deposits, withdrawals, payables. Currently I am not able to upload the entire file. This is taking a lot of extra steps...
12 days ago in Transactions 1 Already exists

Have the ability to ghost out old employees that are done after year end. I use temporary foreign workers and every year new people.

easier to find workers that come back every year
2 months ago in Payroll 1 Already exists

Payroll is too simple and I need to see deductions

When I do payroll, I want to see the hourly wage as well as CPP and EI deductions. I need to be able to change CPP And not have it automatically calculated for me
about 2 months ago in Payroll 1 Already exists

Be able to work across multiple tabs that update when you switch to them.

It would be very useful to be able to have multiple tabs open at the same time. This way when entering information in one tab, if you forget something you can check it out in another tab without closing what you are in and coming back and restarti...
8 months ago in Transactions 2 Already exists

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.
over 4 years ago in  7 Already exists

Exporting cheques and remittances

Why did the export to PDF disappear for payroll remittance? I was sure I was able to export to PDF the actual cheque from the download screen but that is not an option either. I am sure I exported to PDF for both for May payroll. The June updte ch...
3 months ago in Payroll 2 Already exists

Change New Year Inventory Grade

I need to change the grade of the new year opening inventory but can't until I have transactions. My data was transferred in so have 2 #2 Canola etc and want to make the program one what I use.
6 months ago in Inventory 1 Already exists

Need actual bank balance from end of prev yr in cash flow under planning

Currently bank starts at zero not actual. Having this option would show cash needed each month.
8 months ago in Other 1 Already exists