In transaction screen RP PP EX Deposit , at the add new line option the TYPE drop down selection , I can't see why it can't default to the type of transaction Example Withdrawal should default to EX on all new lines added the deposit screen as wel...
If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
Be able to select a transaction from my bank statement upload and match it to my scanned receipt from accounting app
I really like the accounting app for scanning receipts and would like to be able to Match those to my uploaded statements or connected bank accounts. I'm running into most of the issues with credit card transactions because the dates don't line up...
It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.
I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...
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...
I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...
Record a payable payment form the payable transaction creen.
When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....
I need to change the grade of the new year opening inventory but can't until I have transactions. My data was transferred in so have 2 #2 Canola etc and want to make the program one what I use.
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