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AgExpert Accounting Ideas
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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...
over 1 year 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...
about 2 years ago in Reports / Transactions 1

Holding an Invoice until multiple entries are added before sending

Example would be invoicing same client for trucking , multiple loads per day to multiple delivery points. Customer would like 1 invoice twice per month but details on each delivery with price of each delivery separate. Currently create an invoice ...
6 months ago in Transactions 0

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...
8 months ago in Transactions 2 Already exists

Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
10 months ago in Transactions 0

transaction searching

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.
over 2 years ago in Transactions 2

General journal - Memorize

Ability to memorize journal entries, useful for recurring things like dividend payouts or manual cca calculations.
over 1 year ago in Transactions 0

Add default account on the fly

It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.
7 months ago in Transactions 0

Holding of Invoice

Can we somehow add various work throughout the month onto an invoice and hold the invoice until the month is completed then save it, so there is not so many transaction reversals on the same invoice. For example - Custom Work Dec 1 of 3 hrs then a...
9 months ago in Transactions 0

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 ...
about 2 years ago in Reports / Transactions 2