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...

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.

This would super time saving for users who enter a lot of receivable charges and print off invoices often. Presently you need to save the entry, then click the 3 dots, then click print invoice. Instead, what if near the bottom right of the transac...

A customer requested the ability to change the date or ref number without having to redo the entire paycheque...this would save a lot of time if a customer accidently enters a bunch of cheques incorrectly.

Adding additional notes about the invoice/work done on the invoice. Was nice in AgExpert Analyst

Now that you have changed the transaction list screen to show 50,100,250 items, it would be nice to have a next page link at the bottom of the list.

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.

Ajouter le changement de page en bas de la liste et non pas juste en haut car une fois avoir défilé une liste, on doit remonter en haut de la liste pour effectuer le changement de page suivante

"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. "

Does the AgExpert platform offer various tools to track and visualize data, making it useful for monitoring trends?