AgExpert Accounting Ideas
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Ideas

    ability to review transaction / journal entries by clicking next....

    I have 44 GJ entries to proof read. It would be more time effective if I could look at the first one then click a button to go on the the second one. Currently you review one, then cancel it and scroll back through the list to find where you left ...
    4 months ago in Transactions 0

    Auto Populate new employee number

    It's a pain to have to go back and look up the last used. this was a function on analyst not sure why it was removed.
    6 months ago in Payroll 0

    type in transaction template

    I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.
    9 months ago in Transactions 1

    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
    3 months ago in Payroll 1 Already exists

    Add a file cabinet to hold invoices from each supplier for the year along with the invoice being held in transaction

    Easy to look up invoices
    7 months ago in Other 0

    Can AG Expert look at creating ROEs that can be uploaded or "extracted" by the CRA ROE WEB filing system? Rather than me manually entering the data in the web file system.

    No description provided
    almost 2 years ago in Payroll 2

    Ability to share read-only

    I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...
    7 months ago in Accounting - Web 1

    Inventory adjustment "Notes" section not viewable anywhere.

    When making adjustments to our crop inventory, I filled in the "Notes" section with detailed reasoning for the adjustment. After the adjustment was made and it is viewed in the Inventory - Detailed page or the Inventory advanced page, you cannot s...
    11 months ago in Inventory 2

    Add ability to report balance sheet in cash or accrual - the only option is to report in accrual right now.

    When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.
    about 1 year ago in Reports 1

    Invoices - file name of downloaded invoice should be customers instead of owner

    Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...
    8 months ago in Transactions 0