Ideas

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.

It would be helpful to be able to leave an invoice open when you are doing custom work for example. You can keep adding charges as you complete jobs for the customer until you are ready to finalize the invoice and send it.

When exporting ledger detail from AgExpert Accounting (web) to excel format, the dates are exported as, for example “Apr 11 2023”, which is basically useless for being able to use the date in excel unless you want to sort by month alphabetically. ...

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 ...

Il faudrait être en mesure de limiter les accès à d'autre utilisateur dont nous partageons l'accès

Il faudrait être capable d'inclure des pièces jointe au journal général ex: chiffrier de régularisation du comptable

Il faudrait être capable d'ajouter un nouveau compte lorsque nous écrivons une nouvelle transaction d'achat ou du journal général

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.