Ideas

When reviewing GST report before saving , can confirm the gst amount is correct for that supplier . Presently you have to leave report , go to transaction to see if entry is correct . Also would like audit number to show on report .

Analyst had a memo part on the pay cheque that you could make a note. For example the bonus was for 2024 performance bonus.

"We are trying to use the planning functionality of Ag Expert online in the cloud. However, the planning budget versus income page compares to the cash statement instead of the accrual statement." -There are a few people who interested in the accr...

When completing payment of a payable, the taxes entered (GST and PST) do not carry over to populate in the Withdrawal screen. So when printing a cheque to pay a payable payment for instance, the tax lines say zero on the cheque stub, as it only po...

I'd find it useful to close/cancel a popup window by clicking outside of the windows without have to move my mouse down to the bottom and clicking "cancel". If some data had changed, it should prompt to save or cancel.

A user stated that they enter lots of transactions to and from "one-off" companies (they most likely won't do business again). Presently they have to add them in as a supplier or customer every entry, making their lists very long. Perhaps an optio...

In the desktop AgExpert Analyst version, in the "new transaction" screen, the Reference field had a drop down menu with commonly entered terms, and the field would auto-populate if you started typing one of your commonly used terms. That was a ver...

Customer has a fruit stand that they sell fruit from. In AgExpert Analyst, they can deposit to their cash on hand account and create an invoice for cash sales. This is not currently available in Accounting. In accounting they need to enter a Recei...

As per customer: "Hi there, I don’t know if it’s ever been suggested, but I’m wondering if a line could be added in the contact information for vendors that specified preferred payment method (cash, cheque, e-transfer, credit card, bank transfer. ...