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AgExpert Accounting Ideas
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Ideas

Invoicing from the App

Many customers would love to be able to create invoices from the app. That is their main request.
10 months ago in Transactions 1 Planned

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

Ability to EFT funds for payroll

Had a customer request this functionality. He's got 40 migrant workers a season, usually different. Great modern features other software have.
almost 7 years ago in  0 Planned

calculate additional deduction as % of gross

When doing SAWP payroll I have to deduct a percentage of the gross payroll. I have to go to employee set up each week and change the deduction amount (which I calculate in an excel spreadsheet) based on their actual pay that week - can you put an ...
over 1 year ago in Payroll 1

Ability to view an invoice without downloading

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
over 1 year ago in Reports 1

Have a person only able to access accounts payable only and no access to financial information

Would benefit owner the company Would be able to hire a data entry person to enter everyday transactions. Repairs bills, utility bills, etc without having access to loans, bank account balances or net worth
9 months ago in Accounting - Web 0

Batch edit/reversals of Paycheques

Currently you need to click on each Paycheque in order to modify the cheque and re-number it, or to reverse it, which is time consuming if you have 100 cheques to run. We can edit the paycheques to change the cheque number, but that is all. It wou...
about 1 year ago in Payroll 1

Transactions - Not allow users to reverse entries that create credit notes

If you enter a #1 withdrawal entry and have a CN+ line, do a #2 secondary withdrawal to apply it, the system allows you to go back and reverse that first #1 withdrawal entry. Afterwards you end up with a supplier with a negative credit and are not...
about 2 months ago in Transactions 0

Preview bank rec report

I found it very useful to be able to 'preview' the bank reconcilation report so that I had total deposits and total withdrawals showing. This was helpful to find reconciliation issues
4 months ago in Reports 0

Ability to delete customers or suppliers if no transactions tied

Recently I had a customer who accidently entered +200 customer contacts in the wrong business, in their case it was actually a pretty easy mistake to make as both business names are similar. There were 0 transactions tied to the entries and the us...
11 months ago in Setup 0