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AgExpert Accounting Ideas
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Accounting - Web

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Payroll - Save Draft feature when creating cheques

"Good afternoon, is there a way to save payroll while in process? I had several transactions entered and needed to change the set up for one employee so I went back and lost all the payroll I entered. "
about 1 year ago in Payroll / Transactions 0 Planned

Trends and Forecasting

Does the AgExpert platform offer various tools to track and visualize data, making it useful for monitoring trends?
about 1 year ago in Other 1 Planned

Ability to separate pst to pst paid

I had a customer today request that, like Analyst used to have, we have an option under business information>payroll taxes, that allows users to separate pst paid to the pst paid account instead of being rolled into expenses.
7 months ago in Setup 0

Privacy screen setting in payroll - hide sensitive information like payroll values when working in payroll transactions and run payroll.and

I often have other people in my office and if I need to open the payroll section - everyone's paycheque amount shows. I would like to be able to toggle on and off being able to see the amounts. QBO has a "lock" button to toggle the privacy on and ...
7 months ago in Payroll 0

An actual PD4R report

It would be nice to have an actual calendar year PD4R report generated, as opposed to looking at each months remittance, (needing to change fiscal years).
7 months ago in Payroll 0

create the option for a cheque log for reports

No description provided
7 months ago in Reports 0

Summary income and expense report

A summary view of income and expenses would be helpful. It would be beneficial to see a condensed report based on categories, instead of all the individual accounts that make up the category total
about 1 year ago in Reports 0

If I have 2 invoices from a vendor, one debit and one refund and the refund is greater and the net refund is applied to a MC, why can't I post both in the A/P module?

No description provided
7 months ago in Transactions 1 Already exists

Force Bank Transaction Updates

It would be useful to be able to click an update button and request the program to update the pending/bank transaction list. This is a feature available in Quickbooks.
7 months ago in Transactions 1 Already exists

Cancel button verification

transaction screen - add a verification step to the cancel button.. or move the button into a different space. Currently, it is too easy to hit the button by mistake when adding a line.
over 1 year ago in Transactions 0