In transaction screen RP PP EX Deposit , at the add new line option the TYPE drop down selection , I can't see why it can't default to the type of transaction Example Withdrawal should default to EX on all new lines added the deposit screen as wel...
More flexibility in Income Statement/Balance Sheet report
I would like more options in the income statement and balance sheet, especially the option to show a monthly or quarterly report for the selected year.
It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.
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?
In the planning tool, can a multi-year cashflow be added. It could look similar to the FCC Analyst tool that Relationship Managers are already using for loan applications.
I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
Record a payable payment form the payable transaction creen.
When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....
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...
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...
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