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AgExpert Accounting Ideas
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Accounting - Web

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 ...
8 months 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)
8 months ago in Transactions 2

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...
over 1 year ago in Transactions 0

Transactions récurentes

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année
8 months 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.
over 1 year ago in Reports 1 Already exists

Reports > Employee Earnings to date > ADD: ADVANCES DEDUCTED

Currently, the web app does not subtract advances paid from net paid on the Employee to date pay stub report.
9 months ago in Accounting - Web 1 Already exists

USA receivable customer

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

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

No description provided
over 3 years ago in Reports 0

JUst need help

How do I print just an outstanding receivables and/or payables reports. I just want outstanding not the pages long that show payments. Sorry I am frustrated with not having what we had in Analyst!
9 months ago in Reports 1 Already exists

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.
about 2 years ago in Transactions 1