We have 5 main suppliers, and we do about 300 transactions per year with each. If the platform was set up so we could select a supplier, set a date, enter the 10-20 transactions, and then move onto the next day, it would really help (for people li...
Be able to make invoices for others (landlords that dont send receipts) without it showing up as negative numbers
i do make the invoices, they just look silly with brackets around them for negative value, i guess it works. Lots of people we deal with dont like making receiots so i have to make them up
Il serait intéressant que le logiciel puisse être programmé pour sortir les déclaration financières à la Financière agricole du Québec. Ou que la création des comptes permettent de de les identifier comme des dépenses assuranbles ou non assurables.
Bank rec. import > auto fill supplier/customer if possible
When importing transactions from a bank statement a client also wants to import the customer/supplier and have AgExpert fill those fields in, if possible.
The desktop version would allow you to change the Opening Balances for that year. Now the online version makes me go back to the first fiscal year. I would prefer it to be editable at the current year.
When doing a bank deposit it would be great to be able to breakdown amounts by customer within a single worksheet. Similar to the current deposit worksheet except for a bank deposit with multiple cheques/customers. Can't really accomplish this wit...
Add a notification banner to display when there has been an update
First time a user logs in after an update is made on our part there should be a better at the top that says the software has been updated and to suggest we click what's new to see the changes. I had a client who was spending a lot of time working ...
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