Transactions

Add template option for journal entry/Ajouter la possibilité de créer des modèles pour les écritures de journal.

Customer is starting to use AgExpert Accounting and wants to be able to upload purchase orders recorded on a spreadsheet into AgExpert Accounting. This is to verify the order has been picked up and invoiced correctly.

would it be possible to split the payment method between two accounts ie: when you have a gift card (cash on hand account) and put the balance of invoice on CC

The desktop version, I used to leave the "Supplier" entry blank as alot of the entries I put in don't require a supplier. I have an operating line, its treated like a loan though instead of an account that I frequently draw from. I can't do a Bank...

We have 5 main suppliers, and we do about 300 transactions per year with each. If the platform was set up so we could select a supplier, set a date, enter the 10-20 transactions, and then move onto the next day, it would really help (for people li...

When doing a bank deposit it would be great to be able to breakdown amounts by customer within a single worksheet. Similar to the current deposit worksheet except for a bank deposit with multiple cheques/customers. Can't really accomplish this wit...

For example, an RRSP contribution or life insurance contribution that you know occurs on the 25th of each month. Have it entered automatically when the day comes.

Customer requested the ability to have an invoice generate and email to customer on a particular day of each month. She has 30 customers to which she invoices monthly at the end of the month

This happens to me quite frequently with AgExpert Accounting (online version). I use a Mac and the mouse has the feature where a slight swipe left will take you back one page on the website which in turn loses the entire transaction you have been ...