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AgExpert Accounting Ideas
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Ideas

Showing 290 of 541

Bank rec. - Archive old entries option

There are some users who would like to use the bank rec. feature but don't, because they are overwhelmed by the fact they have years of uncleared entries that carried forward, making it rather difficult to focus and filter thru every time. The cur...
over 1 year ago in Other 0

Being able to navigate the date selection similar to AgExpert Analyst.

This was very helpful especially when choosing a date that was months or years in the past. I always appreciated how much easier it was in Analyst then other accounting programs I use.
over 1 year ago in Transactions 1

Maintain order of deductions across employees

It would be beneficial if the deductions added to an employee profile always appeared in the same order. Useful for cross referencing and double checking. Currently they seem to randomize, even if you initially add them in the same order on the pr...
almost 3 years ago in Payroll 0

It would be nice to select order the cheques will be printing out in when printing multiple cheques.

Payroll is a very good example of this being able to do up a large number of cheques, in one print.
over 1 year ago in Reports 0

Payroll Employee setup - Warning msg

It could be useful to give a warning message when saving new employees with 0 td1 amounts , this way it helps ensure the taxes calculate correctly.
over 1 year ago in Payroll 0

Payroll printing cheques/stubs - ability to hide cheque number

Customer requested the ability to hide paycheque # on the stubs for his employees. Presently it's being duplicated on his stubs
over 1 year ago in Payroll / Reports 0

Adjust the warning for reconciled transactions

If someone goes to edit or reverse reconciled transactions, there should be a specific warning stating it is a reconciled transaction, otherwise, a person needs to redo the reconciliation or reverse the reconciliation before you can delete the tra...
almost 3 years ago in Transactions 0

Reports - Remember recent used contacts

It would be very time saving if when you opened a report, selected a supplier or customer, that the next time you bring up the report that on the right it would the contact of the report you last used, so you could just click on it instead or havi...
over 1 year ago in Reports 0

Transaction Screen for All Bank Accounts and Credit Cards

I would love to have a posted transaction screen for each account, credit cards and loans....not just a report to pull everything up. Something that looks like the bank rec screen.
over 1 year ago in Reports / Transactions 0

Payroll enhancements (employee template/copy feature, misc improvements)

"Hello, I have a suggestion. There are 4 tabs under employees. Only one, DETAILS, shows the employee's name. I have 25 SAWP employees, all similar set up, and when I am looking for something like payroll ytd totals, or any other information, the e...
over 1 year ago in Payroll / Setup 1