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AgExpert Accounting Ideas
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Accounting - Web

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Invoice descriptions on statements

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...
about 1 year ago in Reports 0

Can AG Expert look at creating ROEs that can be uploaded or "extracted" by the CRA ROE WEB filing system? Rather than me manually entering the data in the web file system.

No description provided
over 1 year ago in Payroll 0

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
9 months ago in Transactions 2 Planned

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
6 months ago in 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..
3 months ago in Transactions 1 Already exists

Automatically adjust the federal and provincial claim amounts for the new year or have option to apply a change to multiple employees instead of individually having to change it for every employee at the beginning of the year. This would also be a helpful option for adjusting wages and WSIB rates.

Time saver for book keepers and less chance of error. Should be able to select multiple employees and change the WSIB rate, Federal/Provincial claim amounts and wage. It is incredibly time consuming when you have multiple employees to change their...
about 1 year ago in Payroll 0

Inventory Entry Enhancements

First have the option to reverse an inventory entry. Second add somewhere to put a description in that will actually show up on the advanced inventory. Example if you enter production both the type and description are "production" make it possible...
over 1 year ago in Inventory 1

Les comptes de TPS et TVQ devraient pouvoir êtres modifiés directement à 50% ou autres sans avoir à le faire pour chacuns des comptes de dépenses, immobilisation et revenus

No description provided
3 months ago in Setup 0

Ability to change liability account types from liability to loan and vice versa

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...
about 1 year ago in Setup 0

Memorize report filters based on last used

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...
over 1 year ago in Reports 0