Accounting - Web

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...

When searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again

J'aimerais pouvoir imprimer la liste de fournisseurs avec leur coordonnées pour mes registres Canadagap

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.

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;...

Notes section for each grain bin to write a short note about moisture tests, quality, etc.

AgExpert Analyst allowed users to edit the agristability codes and names, as well as delete codes no longer in use. This would help keep the list clean and concise. As well, I have spoken to some customers who said after they migrated their data t...

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...