Ideas

User would like to be able to easily generate receipts for cash sales - such as when selling vegetables for example.

"Good afternoon, is there a way to save payroll while in process? I had several transactions entered and needed to change the set up for one employee so I went back and lost all the payroll I entered. "

Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!

A few customers have requested the ability to copy budget values forward, as this would save them a lot of time each year.

Does the AgExpert platform offer various tools to track and visualize data, making it useful for monitoring trends?

I had a customer today request that, like Analyst used to have, we have an option under business information>payroll taxes, that allows users to separate pst paid to the pst paid account instead of being rolled into expenses.

I often have other people in my office and if I need to open the payroll section - everyone's paycheque amount shows. I would like to be able to toggle on and off being able to see the amounts. QBO has a "lock" button to toggle the privacy on and ...

It would be nice to have an actual calendar year PD4R report generated, as opposed to looking at each months remittance, (needing to change fiscal years).

Client uses two monitors and would like to leverage them during his bank rec. to so that he can keep his transactions list open to edit them on the left monitor, while leaving his bank rec. window open on the right monitor. Right now he has to sav...