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AgExpert Accounting Ideas
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Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
9 months ago in Transactions 2 Planned

Transaction Template for General Journal Entries

Allow for improved speed when entering recurring general journal entries that can't be entered as a regular withdrawal or deposit entry. We use these often for any entries related to intercompany transactions.
over 1 year ago in Transactions 0

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
8 months ago in Transactions 0

Withdrawal transactions should default to expense selection in transaction box

Keyboard flow is not very good when entering transactions. You always need to use the mouse to select 'expense' and then get back to key board. Using the desktop version of the software as a template you could improve a lot of spots. Account also ...
almost 2 years ago in Transactions 1

Numéro de facture / Bill number

When we enter an invoice number from a supplier please ensure that we cannot enter the same invoice number in the same supplier. This would avoid duplicate payments. /// Lorsque nous entrons un numéro de facture d'un fournisseur svp faire en sorte...
about 2 years ago in Transactions 0

Additional options for supplier/customer default accounts

Add additional ability to default supplier transaction to not only an income/expense account, but to shareholder loan, or an A+/A-/D+/D-/L+/L- account. EX: FCC payments are always Loan interest as well as the L- account. Is there a way to have 2 t...
about 1 year ago in Transactions 1

Attach file to bank transfers

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement
almost 3 years ago in Transactions 1

Keyboard short cuts for saving transaction, etc

In Ag Expert desktop there were a lot of keyboard shortcuts that I found useful instead of tabbing through to the save button, I would like to see a key board short cut and for the other common actions such as loading a saved transaction.
over 1 year ago in Transactions 1

Flagged duplicate amounts

would be nice when entering a transaction if the program could through a flag when a duplicate amount has been entered instead of waiting till you reconcile to find it.
10 months ago in Transactions 0

Add ATB Business as a banking option. Baffled that it doesn't exist in the list currently.

No description provided
10 months ago in Transactions 1 Already exists