Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

Transactions

Add the Chart of Accounts to Transaction Search

I would like to be able to find transactions within the chart of accounts. I can remember land rent not when, to whom, or how much.
6 months ago in Transactions 1

Pouvoir créer un modele d'écriture au Journal Général

Beaucoup de transactions à écrire dans 1 mois pour la marge de crédit, avec un modèle de transaction, je n'aurais pas à réecrire marge/banque à multiple reprise, pour chaque mois.Ce sont des transactions de comptes du bilan
2 months ago in Transactions 0

Bulk file upload - multiple entries

I get several emails with PDF attachments. I am very busy, so am putting them into a folder to be posted. They are a mixture of deposits, withdrawals, payables. Currently I am not able to upload the entire file. This is taking a lot of extra steps...
2 months ago in Transactions 1 Already exists

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

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...
9 months ago in Transactions 2 Already exists

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 ...
7 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...
12 months ago in Transactions 3 Planned

Enter all loan information

Would sure like to be able to enter all loan information, that is received from the lender, into the program, and that the accountant would then be able to see all the particulars. Ideally, it would be connected to a calendar and loans calculator,...
almost 8 years ago in Transactions 0 Planned

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
over 3 years ago in Transactions 1

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...
11 months ago in Transactions 0