Ideas

When viewing a Withdrawl or Deposit entry, and clicking on the paperclip to see the attached Receivable or Payable Charge transaction, you can't see the details of the charge when clicking on the transaction number hyperlink. Sometimes, account de...

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.

Presently you have to press download invoice, then open the pdf and then print the invoice, and I had a few customers request the ability to hit the 3 dots and quickly print an invoice directly.

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...

Would it be possible to add a filter option to sort by Class right in the software?

Being able to have multiple windows open in the program allows you to enter or edit a transaction and allow you to have a report open in another window to show the result and effect that transaction has on reports.

If I put my cheque number in the reference box it prints in the memo line of my cheque. I would like to add a cheque number to all my transactions, not just payroll cheques for future reference and bank reconciliation.

A customer wanted to see what his Quickbooks Online data would look like in AgExpert Accounting, notably the chart of accounts. Passed on suggestion on his behalf. This could be a good sales feature to encourage converting from Quickbooks and save...