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AgExpert Accounting Ideas
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Accounting - Web

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the 2 step process for posting payables is a little confusing if there could be a easier way that would be great ul dbe gret

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almost 2 years ago in Transactions 1 Already exists

AgExpert file to help with farm succession accounting when there is more than one (multiple) companys.

One file but separate companys. Set up so that transactions and transfers between companys only need to be entered once. Example - Bank transfer from Co.1 to Co.2 ........Enter the transfer into one company and it would automatically enter it in t...
over 7 years ago in Other / Setup / Transactions 2

Modern and Classic View options

After speaking with many existing AgExpert Analyst users on the upcoming AgExpert Accounting platform, one key thing that seems to worry a lot of people is the data entry change will be significant, to a point where it slows down their day-to-day ...
over 7 years ago in Other 0 Will not implement

Default Tax (GST & PST) for each Contact

I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. Fo...
over 7 years ago in Setup / Transactions 0

prompt on commodity sale iin Accounting if inventory is tracked and has not been entered (similar to desktop version)

can easily be missed when posting
almost 2 years ago in Inventory / Transactions 0

Payroll filtering by pay period for paycheque creation

When creating paycheques, I have seasonal employees who are paid weekly and permanent employees paid biweekly. In analyst, when creating paycheques I could select which pay period I was creating cheques for an it auto populated the employees that ...
almost 2 years ago in Payroll 0

Multiple entries by date under a single supplier.

We have 5 main suppliers, and we do about 300 transactions per year with each. If the platform was set up so we could select a supplier, set a date, enter the 10-20 transactions, and then move onto the next day, it would really help (for people li...
almost 2 years ago in Transactions 0

Save/Memorize different styles of invoices

If someone was operation two business that co-relate to one another and wanted them under the same datafile, but created separate invoices for each company for their customers, it would be ideal to save them both and just select which one you want...
almost 8 years ago in Reports 0 Will not implement

Bank Deposit Worksheet

When doing a bank deposit it would be great to be able to breakdown amounts by customer within a single worksheet. Similar to the current deposit worksheet except for a bank deposit with multiple cheques/customers. Can't really accomplish this wit...
almost 2 years ago in Transactions 0

Link transaction attachments to capital assets

Sending this suggestion on a customers behalf: "Good Morning, Just writing to make a suggestion in your agexpert online program. I really appreciate being able to to download invoices and attach them to the data entry. The only place that falls ap...
about 2 years ago in Reports 0