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AgExpert Accounting Ideas
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Accounting - Web

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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

To be able to do quick reports on all accounts while in the chart of accounts would be very helpful.

No description provided
almost 3 years ago in Reports 0

Autofill Description & unit price for customers

This was feature that was available in the point of sale window for the Agexpert analyst. It was great when a customer had the same purchases each time and it would also remember that a certain account code went with an item like a bag, etc.
over 2 years ago in Transactions 0

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.
10 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

Drill down feature

Drill down feature in reports like the Trial Balance is very useful to quickly see what is going on. Saves time.
10 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.
10 months ago in Other 1

Print Receipts for Invoices Paid

Need to be able to print a receipt when a customer pays an invoice.
10 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...
10 months ago in Payroll 0

Make it possible for us to customize pay types

In AgExpert Analyst, we could set up a list of pay types, and customize them when doing payroll. For example, we have employees who get paid a specific amount for a specific job. The amount varies whether they do the job on a weekday, a Sunday, or...
over 1 year ago in Payroll / Setup 0