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AgExpert Accounting Ideas
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Transactions

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

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

No description provided
over 1 year ago in Transactions 2 Already exists

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...
about 1 year ago in Transactions 0

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.
about 2 years ago in Transactions 1

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
7 months ago in Transactions 1

Sending Invoices to multiple people

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
7 months ago in Transactions 2

General journal screen - Auto-calculate out of balance difference

It would be a much better user experience if the journal screen showed what you were out of balance by instead of forcing the user to calculate manually.
over 1 year ago in Transactions 1

Transactions récurentes

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année
7 months ago in Transactions 0

Ability to create a quote

Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!
almost 3 years ago in Transactions 1

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...
over 1 year ago in Transactions 1