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AgExpert Accounting Ideas
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Accounting - Web

Enter all loan information

Would sure like to be able to enter all loan information, that is received from the lender, into the program, and that the accountant would then be able to see all the particulars. Ideally, it would be connected to a calendar and loans calculator,...
almost 8 years ago in Transactions 0 Planned

Attach file to bank transfers

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement
over 3 years ago in Transactions 1

Holding of Invoice

Can we somehow add various work throughout the month onto an invoice and hold the invoice until the month is completed then save it, so there is not so many transaction reversals on the same invoice. For example - Custom Work Dec 1 of 3 hrs then a...
10 months ago in Transactions 0

Add default account on the fly

It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.
8 months ago in Transactions 0

Customizing CNESST frequency

Accounting is only allowing Monthly remittances. It would be good to be able to customize the frequency as needed, quarterly and annually.
over 1 year ago in Payroll 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...
about 2 years ago in Reports 0

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
over 2 years ago in Reports 0

Make payments to another customers payable

I would like to be able to make a payment/deposit by one customer to another customer's payable/receivable. This was possible in the desktop version but not now online
about 1 year ago in Transactions 0

Hourly entry for employee vacation, stat holiday and "other".

Analyst allowed us to enter the number of hours taken for vacation, a stat holiday or "other" and Analyst would then apply hourly wage rate to hours taken and generate the dollar amount for the pay cheque. Accounting is making me do the math for t...
8 months ago in Payroll 0

Hate having to close out of my work to find information-adding employee

I was adding a new employee and I had to close to find what employee number I needed, then go back and start all over again. It could auto populate the number with the next available, but also be able to put your own in if you want.
8 months ago in Payroll 0