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AgExpert Accounting Ideas
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Ideas

Showing 266 of 541

Keyboard short cuts for saving transaction, etc

In Ag Expert desktop there were a lot of keyboard shortcuts that I found useful instead of tabbing through to the save button, I would like to see a key board short cut and for the other common actions such as loading a saved transaction.
almost 2 years ago in Transactions 1

Integrate with Telpay

Printing cheques is simple but taking them to mail takes time. Canada Post goes on strike randomly, too. With Telpay, the money gets to them directly.
6 months ago in Integrations 0

Invoice reminders when overdue

Customer would like to see a pop-up option or some sort of reminder when invoices issued are now at 30 days overdue or something that you could enable if you wanted to that would trigger you to send a 30 day overdue notice to your customers.
almost 8 years ago in Reports 0

Set viewing preferences

it would be helpful and save time if viewing preference could be saved rather than it always defaulting back to 50 items and by audit #
12 months ago in Reports 0

Bank reconciliation screen minimize dropdown list of accounts

It would be very helpful if when going to the bank reconciliation screen if the accounts would be name only and the drop down list not be automatically opened. I have unintentionally entered the incorrect account going in and out of this screen be...
over 1 year ago in Other 0

Ability to create a quote

Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!
over 2 years ago in Transactions 1

Clean up the excel and csv reports to use fewer columns. The current format is difficult for trial balance and income and expense.

No description provided
about 1 year ago in Reports 0

Ability to copy budgets forward

A few customers have requested the ability to copy budget values forward, as this would save them a lot of time each year.
over 2 years ago in Other 0

HST - Easier Way to Turn On

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...
6 months ago in Integrations 1

add the filter by audit number to the online version

No description provided
about 1 year ago in Reports 1 Already exists