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AgExpert Accounting Ideas
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Using TAB in adding transactions

At one time, you could use tab entirely in creating multiple transactions. Now, when entering on 'Add a New Row', it does not automatically go to the line that has been added so you have to use the mouse to select IN, EX or any others, rather than...
about 7 hours ago in Transactions 0

Add the ability to add accounts to the COA through journal entry

We cannot currently add accounts to the chart of accounts when entering a journal entry - we should be able to add accounts on the fly through the journal entry as we are able to do that through the withdrawal/deposit function.
13 days ago in Transactions 0

Warn if reference number was previously used

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.
about 1 month ago in Transactions 0

when start software - default the date to today

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
about 2 months ago in Transactions 1

Saved item descriptions for invoices

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.
about 1 month ago in Transactions 0

Add column to "Receivables" and "Payables" to indicate if a payment has been applied.

I would like to see column added to the "receivables" and "Payables" pages that indicate if a payment has been applied to them, without having to pull up a report every time. It could be a simple check mark or something.
about 1 month ago in Transactions 0

first letter search

under transactions, when searching for a supplier, you have to scroll to find the one you are looking for. Can you add the quick search where if you type a letter it takes you to all suppliers that start with that letter.
about 2 months ago in Transactions 0 Planned

When adding a line in a withdrawal transaction, it would increase efficiency if it would automatically start as an EX line rather than being blank.

This would simply save some clicks. Currently the tab has to be clicked every time, but a typical transaction has multiple expense lines. If it is something different, like a PP, it wouldn't add any time to change it to PP from EX from the time th...
3 months ago in Transactions 0

Make payments to another customers payable

I would like to be able to make a payment/deposit by one customer to another customer's payable/receivable. This was possible in the desktop version but not now online
22 days ago in Transactions 0

Ability to email receipts into the pending transactions

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...
3 months ago in Transactions 0