AgExpert Accounting Ideas

Rick Friesen would like us to have an option in preferences to choose the default date option, similar to our desktop. Use last entered vs use current date. This saves him time when he's entering past info as he doesn't have to repick the date ev...

Memorized Entries for simple hydro bills to complicated multi lined entries

When viewing reports such as the G/L, users have reported that when they finish reading a page they need to scroll up and click the arrow in order to go to the next page. Users would like to be able to utilize the mouse wheel to scroll up or down...

I wish I could store electronic documents in a transaction entry by drag and drop (like an attachment on an e-mail). Would be super awesome for my electronic receipts to store right with the transaction entry. I would never have to dig through fil...

Client asking for cash flow tool as it is available in Analyst.

I have had a different client ask me if we can print invoices or cheques literally every single business day in the past 2 weeks. It is one of the reasons people are sticking to the desktop platform instead of migrating to the cloud, as they write...

Customer has many cheques remaining in the second format that was available as an option in AEA.

Ability to modify existing invoice template. Change name, email, logo, etc.

When reviewing the gst report only shows description and if you cannot drill in to see the transaction to report is not usable

There are some bank accounts that are reconciled only occasionally on AgExpert. When I select the bank account I often have to go back and do a Bank Reconcile Report to see when it was last reconciled. I also wouldn't mind seeing the previous bank...