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AgExpert Accounting Ideas
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Accounting - Web

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Withdrawal transactions should default to expense selection in transaction box

Keyboard flow is not very good when entering transactions. You always need to use the mouse to select 'expense' and then get back to key board. Using the desktop version of the software as a template you could improve a lot of spots. Account also ...
almost 2 years ago in Transactions 1

Numéro de facture / Bill number

When we enter an invoice number from a supplier please ensure that we cannot enter the same invoice number in the same supplier. This would avoid duplicate payments. /// Lorsque nous entrons un numéro de facture d'un fournisseur svp faire en sorte...
over 2 years ago in Transactions 0

Being able to edit and add/change serial numbers from capital asset list

Then I do not have to go back into past years and edit transactions that will then possibly have an impact on past reconciliations
about 2 years ago in Reports 1

Allow Multiple Windows

Being able to have multiple windows open in the program allows you to enter or edit a transaction and allow you to have a report open in another window to show the result and effect that transaction has on reports.
almost 3 years ago in Other 0

Integrate with Telpay

Printing cheques is simple but taking them to mail takes time. Canada Post goes on strike randomly, too. With Telpay, the money gets to them directly.
5 months ago in Integrations 0

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
10 months ago in Transactions 0

Advanced Inventory

Would love to see it displayed with the grades under each heading tabbed in so it sperates better. Also would love to have an option to expand or close each heading all at once. It can get very confusing.
over 1 year ago in Inventory 0

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
almost 3 years ago in Transactions 1

Save report settings

Is there a way to save the report parameters so I don't have to click all the fields every time I want to see the report? Specifically, when I bring up the Trial Balance and then drill down on the bank account. Is there a way for me to save the va...
10 months ago in Reports 0

Print Address

It would be nice to be able to address envelopes from the program instead of having to hand write them.
almost 3 years ago in Reports 0