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Invoice descriptions on statements

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...
over 1 year ago in Reports 0

Capital Asset Report - PST combined with Net Asset Cost

Can their be a column where the PST is totaled with the net asset cost as it is in Analyst? That is what is used for income tax purposes for farmers. Have to manually add the totals from the reports or put in excel to adjust.
10 months ago in Reports 0

Ability to search transactions by category like Income or expenses

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.
about 1 year ago in Transactions 2

Ability to search many pages of expenses

When searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again
10 months ago in Transactions 1 Already exists

Make printed reports look more like the desktop versions as they are spread out too much

When printing the reports they take twice as much paper as what is really necessary. The desktop version ones are much neater.
almost 2 years ago in Reports 1

General ledger and other reports - Ability to select multiple contacts

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...
about 1 year ago in Reports 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
over 1 year ago in Payroll 0

liste des fournisseurs

J'aimerais pouvoir imprimer la liste de fournisseurs avec leur coordonnées pour mes registres Canadagap
7 months ago in Reports 0

Save report settings

Is there a way to save the report parameters so I don't have to click all the fields every time I want to see the report? Specifically, when I bring up the Trial Balance and then drill down on the bank account. Is there a way for me to save the va...
11 months ago in Reports 0

Automatically adjust the federal and provincial claim amounts for the new year or have option to apply a change to multiple employees instead of individually having to change it for every employee at the beginning of the year. This would also be a helpful option for adjusting wages and WSIB rates.

Time saver for book keepers and less chance of error. Should be able to select multiple employees and change the WSIB rate, Federal/Provincial claim amounts and wage. It is incredibly time consuming when you have multiple employees to change their...
about 1 year ago in Payroll 0