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AgExpert Accounting Ideas
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add back excel files as an option for attachments in your transaction

You can no longer upload exel files with your transaction. We used to do this and now we can't . Why would you change that when many invoices that we pay are excel files.
about 2 months ago in Transactions 1 Planned

Search functions

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
almost 2 years ago in Reports / Transactions 2

Ability to View Related Payable/Receivable Charge from Withdrawl/Deposit Window

When viewing a Withdrawl or Deposit entry, and clicking on the paperclip to see the attached Receivable or Payable Charge transaction, you can't see the details of the charge when clicking on the transaction number hyperlink. Sometimes, account de...
4 months ago in Transactions 1

Ability to quick print new invoices

Presently you have to press download invoice, then open the pdf and then print the invoice, and I had a few customers request the ability to hit the 3 dots and quickly print an invoice directly.
4 months ago in Transactions 0

Invoice templates

I would really like to see some more options on the invoice templates. If for example I use the orange template, I like how my information versus client information lines up, but the colour is a sweet orange, does not go with my logo which is blue...
6 months ago in Other 0

double invoice alert

No description provided
8 months ago in Reports 0

Print cents (00/100) when writing amount on cheques where amount is even dollars

Print cents (00/100) when writing amount on cheques where amount is even dollars
6 months ago in Other 0

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
10 months ago in Reports 0

Duplicate invoice#/reference Warning

When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.
about 1 year ago in Transactions 3

CAN WE HAVE A PRIVACY BUTTON? OPTION GHOST OUT $$ WHEN WORKING ON PAYROLL OR EVEN THE DASHBOARD SCREEN - SO WHEN SOMEONE WALKS INTO OFFICE TO TALK, SENSITIVE INFORMATION IS INVISIBLE.

QBO HAS LOCK ICON SO WHEN WORKING ON PAYROLL - ADDING EMPLOYEES, RUNNING REPORTS ETC, THE $ IS NOT VISIBLE. I USED IT ALOT SINCE I HAVE ALOT OF TRAFFIC IN MY OFFICE. WHEN I STEP AWAY FROM MY DESK I DON'T HAVE TO THINK ABOUT IT....
2 months ago in Payroll 0