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AgExpert Accounting Ideas
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Accounting - Web

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Option to email pay stub to employee directly from payroll module

In order to send an employee an electronic copy of their paystub, it must be downloaded from the program and then sent via email. The paystub must be named to differentiate it and there is significant risk in getting pay stubs accidentally emailed...
about 1 month ago in Payroll 1

ability for marketing advisors to only see inventory

The ability for our grain marketing person to have access to AgExpert but only see the inventory - not the loans, assets and other expenses.
9 days ago in Other 0

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
9 days ago in Transactions 1

warning before going back a screen in a transaction

It would be great to have a "warning do you want to go back/exit screen" when entering transactions. Multiple times I enter a transaction and with the type of mouse I use (Apple Magic Mouse) I accidentally lose all of my work due to an accidental ...
9 days ago in Accounting - Web 0

Sending Invoices to multiple people

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
9 days ago in Transactions 1

Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
about 2 months ago in Transactions 0

Saved item descriptions for invoices

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.
5 months ago in Transactions 0 Planned

Review payroll before run payroll

I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
6 months ago in Payroll 4

See balance on a payable or receivable when you choose from the with withdrawal screen

In analyst, when making a payable payment, you could see the balance on the payable account when you chose the account from the list. This was helpful in making sure what you were paying was correct and that all your invoices were entered. Same fo...
about 1 month ago in Transactions 1 Planned

Supplier/Customer default accounts should also work when adding a row.

When making a sale that has numerous loads, it is not uncommon to give every load it's own income line in the transaction, even if every line is using the same income account. When adding a row, the newly added row doesn't auto-populate with the d...
3 months ago in Transactions 0