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Accounting - Web

add back excel files as an option for attachments in your transaction

You can no longer upload exel files with your transaction. We used to do this and now we can't . Why would you change that when many invoices that we pay are excel files.
about 2 months ago in Transactions 1 Planned

Chart of Accounts 1200/2100 - Show balances beside contacts

When setting the historic charges for a/r or a/p, it would be useful if when you see the list of contacts it showed the balances beside their names, so we could easily see which contacts have had their charges set and for how much in total.
about 2 months ago in Setup 0

Ability to export tax data to "Turbotax"

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.
4 months ago in Accounting - Web / Integrations 0

Ability to quick print new invoices

Presently you have to press download invoice, then open the pdf and then print the invoice, and I had a few customers request the ability to hit the 3 dots and quickly print an invoice directly.
4 months ago in Transactions 0

Invoice templates

I would really like to see some more options on the invoice templates. If for example I use the orange template, I like how my information versus client information lines up, but the colour is a sweet orange, does not go with my logo which is blue...
6 months ago in Other 0

double invoice alert

No description provided
8 months ago in Reports 0

Print cents (00/100) when writing amount on cheques where amount is even dollars

Print cents (00/100) when writing amount on cheques where amount is even dollars
6 months ago in Other 0

in the receivable charge we need a "Due on the 15th of the month, Or Due on the 31st of month"

When I send out bills i want them to pay by end of Month or on the 15th of every month.
2 months ago in Accounting - Web 0

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
10 months ago in Reports 0

Duplicate invoice#/reference Warning

When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.
about 1 year ago in Transactions 3