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AgExpert Accounting Ideas
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type in transaction template

I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.
3 months ago in Transactions 1

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...
24 days ago in Transactions 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 ...
28 days ago in Transactions 0

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
29 days ago in Transactions 0

Drag and drop attachments onto transactions

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.
10 months ago in Transactions 1

Be able to work across multiple tabs that update when you switch to them.

It would be very useful to be able to have multiple tabs open at the same time. This way when entering information in one tab, if you forget something you can check it out in another tab without closing what you are in and coming back and restarti...
2 months ago in Transactions 0 Already exists

EFT payment applied to multiple accounts payable

EFTs becoming more popular as a way to pay. The EFT is designed to pay many suppliers with one transaction (one amount goes out of my bank but gets dispersed to many accounts payable). There does not seem to be a way to do this and apply that paym...
4 months ago in Transactions 4

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 ...
8 months ago in Transactions 0

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...
12 months ago in Transactions 0

Purchase order creator

Would be nice if this software could process and make purchase orders with suppliers and larger connect them to inventory and invoices to be paid, when dealing with international suppliers need to be able to send professional looking PO's for cust...
5 months ago in Transactions 2 Planned