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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

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

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

Flagged duplicate amounts

would be nice when entering a transaction if the program could through a flag when a duplicate amount has been entered instead of waiting till you reconcile to find it.
about 1 year ago in Transactions 0

T4's- clean-up previously generated forms download list

When you generate a t4xml file it puts it in a previously generated forms list for users to download again later. While it makes a sense to keep this for archive purposes, the list can be long, messy, and not very easy to sift through and use. Som...
about 1 year ago in Payroll / Reports 1

Ability to create test files as an accountant

Accountant's that have taken the course and become registered experts should also have the ability to create at least one temporary file to use as a training tool.
about 1 year ago in Other 2 Already exists

the option to "pin" a supplier

have the option to "pin" a supplier in the purchase screen so if you are doing multiple invoices for the one supplier you dont have to keep picking them everytime you do each invoice
over 2 years ago in Transactions 0

Dépôt de documents

Ajouter un onglet afin de pouvoir déposer des documents (autres que des factures ou documents liés aux transactions) qui seront disponibles pour le comptable (Ex. Convention de prêts, Relevés bancaires, etc.)
about 1 year ago in Other 0