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General transaction user interface improvement

When adding a row to a transaction, need to use shift+tab 5 times to move active box to transaction type window. Can active box default to transaction type? Transaction type drop down reacts differently if clicked into, vs tabbed into. When tabbin...
7 months 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...
about 1 year ago in Transactions 0

the option to "pin" a supplier

have the option to "pin" a supplier in the purchase screen so if you are doing multiple invoices for the one supplier you dont have to keep picking them everytime you do each invoice
over 2 years ago in Transactions 0

Module de facturation - Description des items de la facture

Bonjour, il manque de possibilité dans la description des biens que l'on doit mettre dans la facture. J'aimerais pouvoir mettre les informations suivantes sur ma facture: -Adresse de facturation du fournisseur -Adresse de livraison -Numéro de réfé...
over 3 years ago in Transactions 0

Cancel button verification

transaction screen - add a verification step to the cancel button.. or move the button into a different space. Currently, it is too easy to hit the button by mistake when adding a line.
about 2 years ago in Transactions 1

Create a Duplicate/Create a Copy option

It can be a quick and easy way to be able to create copies of invoices or expenses without having to use the template feature.
almost 3 years ago in Transactions 0

To be able to use tax codes for other provinces that your business buys from or sells to.

When setting up your business information, you should be allowed to pick which provinces that you do business in, so the proper taxes are used. For example in my case my farm is in Quebec but we border Ontario. All the farm dealers are in Ontario,...
over 3 years ago in Transactions 1

Collaborate with Auto Entry, Dext etc.

would be beneficial to be able to streamline entries with the help from popular third party apps.
about 2 years ago in Integrations / Transactions 0

Immobilisations

Bonjour, j'aimerai pouvoir ajouter ou retirer des monatnt sur mes immobilisations existante. Par exemple, pouvoir ajouter 5000$ de modification d'équipement sur une immobilisation déjà exitante dans la liste au lieu d'avoir une autre immobilisatio...
over 1 year ago in Other / Transactions 0

Have reverse transactions happen in the background and only see in a specified Audit Trail.

If you could have the reverse transactions happen in the background and just have an Audit Trail that would keep track of that, so we do not need to have all those reversed transactions showing up in bank reconciliations, etc..
10 months ago in Transactions 1 Already exists