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AgExpert Accounting Ideas
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Cash Flow Tools needs comments section and more flexibility in reporting

The Cash Flow Tool needs more detail and flexibility in generating reports. An option to add comments would help when reviewing a report because as the year progresses, it can be difficult, if not impossible, to remember what rationale went into t...
about 2 months ago in Other 1

Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
4 months ago in Transactions 0

Be able to simultaneously record a payable charge and payable payment in same transaction entry screen

This would help reduce the number of times I need to enter transactions for accrual accounting. When entering a payable charge, I would also like the ability to enter the date and account that the payable payment comes from. Effectively entering 2...
21 days ago in Transactions 0

Transaction screen - Tab button creates a new row

It would save users time and be more efficient if instead of having to hit the enter key to trigger the add a new row button, you could just keep tabbing after a debit or credit column field was filled in.
over 1 year ago in Transactions 0

Ability to export ROE to xml format

Customer requested the ability to generate ROE xml files for upload to CRA's website.
6 months ago in Payroll 0

STREAMLINING ADDING A NEW SUPPLIER

When adding a new supplier, make the process quicker for the user to enter the information by forcing the format. For example, the format of the postal code is very specific for Canada. X#X#X# - force the criteria - only permit the number and the ...
25 days ago in Transactions 0

Print Cheque from transaction screen instead of downloading cheque image everytime.

Instead of posting the expense payment then going to print cheque from a separate window. cheque image is downloaded before you are able to print it. This is going to take up space and time on computer.
6 months ago in Other 0

Ability to add a statement to a bank rec as an attachment

A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.
8 months ago in Other 1

Option d'ajouter les conditions de paiement lors de l'entrée d'une facture à payer

Lors de l'entrée de la facture à payer, entrer les conditions de paiement et automatisation dans le tableau de bord des factures à payer selon leur échéance de paiement
26 days ago in Transactions 0

Pay Period Start Date

It would be beneficial to include an option for entering the payroll period start date to ensure accuracy and flexibility in processing.
5 months ago in Payroll 4