Transactions

When making a deposit for a customer, they had an incorrect version of the invoice and paid additional that was unneeded. In the deposit you can create a Credit note, but the credit note can only then be used when making another deposit from that ...

While searching for duplicate refence numbers the transaction search screen reverts back to 50 per page and goes to the beginning of the search after correcting the error. It is just a waste of time to have to reset every time you need to delete o...

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?

I would like to be able to drill down to transactions from a trial balance on the dashboard

Aleop uses this and skips step to have to upload invoices into accounting for review. Everyone would benefit by skipping step.

Please add in keyboard shortcuts for transaction entry, eg. ALT S for saving, ALT C for closing... like we had in Analyst.

It is a waste of time when doing receivables and you are selling 2 things, as soon as the first line is out of balance it automatically puts a unit price in, but the second line doesn't. I always have to delete the unit price in the first line bec...

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....

can you please have a setting where I can choose "use the current date" or" use the date I previously used” today I went to do a paycheck. And I chose that the pay period ending was today's date. August 5. But for some reason they put the check da...

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.