Ideas

In the desktop version the description line was automatically populated with the supplier or customer name and could be added to or amended if needed. I would like to see that in the online version.

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...

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.

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.

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....

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 generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...