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AgExpert Accounting Ideas
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Ability to email receipts into the pending transactions

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...
3 months ago in Transactions 0

Can we show on the transactions page if a receipt has been attached

Some kind of paperclip or attachment emoji so you can see easily.
9 months ago in Transactions 1 Planned

List of memorized entries and reoccur

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...
7 months ago in Transactions 0

PRINT SEPARATE REMITTANCE SLIP FOR PAYMENT OF LONG LIST OF INVOICES/PAYABLES

SEE ATTACHED., THE INVOICES PAID ARE PRINTED ON THE STUB BUT RUN ONTO THE ACTUAL CHEQUE.
about 1 month 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.
11 months ago in Transactions 0

General journal - Memorize

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

Invoice and statment with late payment interest added

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...
over 1 year ago in Reports / Transactions 1

Bank Rec "new transaction" should auto-populate to the bank account you're reconciling.

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.
12 months ago in Transactions 0 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 ...
over 1 year ago in Reports / Transactions 2

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
3 months ago in Transactions 0