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AgExpert Accounting Ideas
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Showing 219 of 541

General journal - Memorize

Ability to memorize journal entries, useful for recurring things like dividend payouts or manual cca calculations.
11 months ago in Transactions 0

Holding of Invoice

Can we somehow add various work throughout the month onto an invoice and hold the invoice until the month is completed then save it, so there is not so many transaction reversals on the same invoice. For example - Custom Work Dec 1 of 3 hrs then a...
3 months ago in Transactions 0

Sort by invoice number in RP

I want to be able to sort by invoice number when entering Receivable payments. It seems that Audit numbers are very important to this program and I don't know many bookkeepers who know transaction or look for transactions by audit number.
3 months ago in Transactions 3

transaction searching

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.
over 2 years ago in Transactions 2

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 export tax data to "Turbotax"

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.
4 months ago in Accounting - Web / Integrations 0

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