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AgExpert Accounting Ideas
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Accounting - Web

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create a quick "privacy" button where we can hide sensitive information - $ information

QBO has a feature where there is a "lock-unlock" icon - the $ details can be hidden while working. Particularly when I am doing payroll and someone walks in I want the details hidden.
7 months ago in Payroll 0

Drill down feature

Drill down feature in reports like the Trial Balance is very useful to quickly see what is going on. Saves time.
7 months ago in Reports 1 Already exists

USA receivable customer

There isn't the option to create American customer addresses; no zip code and state options.
8 months ago in Other 1

Print Receipts for Invoices Paid

Need to be able to print a receipt when a customer pays an invoice.
8 months ago in Reports 1 Already exists

Payroll - Include hours and a rate box for custom deductions

I have a customer who has an employee with a custom deduction for a trucking service they provide, they need to be able to enter a custom rate and hours, and the system only lets you put a $ figure right now, meaning they need to manually calculat...
8 months ago in Payroll 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
over 1 year ago in Reports 0

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.
8 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 ...
8 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).
8 months ago in Payroll 0

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