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AgExpert Accounting Ideas
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Accounting - Web

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Transaction screen - keyboard entry enhancements

-When you have tabbed over to a row, it is not clear that the "type" box is selected... can we make it highlighted when under selection? -Same thing for the account box... -After tabbing past add a row it seems to loop in circles if you click keep...
over 1 year ago in Transactions 0 Shipped

saved transactions box not available when using downloaded bank transactions

A lot of transactions could be made automatically when going through the bank downloads.
almost 2 years ago in Transactions 1 Shipped

Ability to hide accounts on budget tool

As per customer: "I have several accounts for equipment that we have sold and therefore no longer track expenses or set up a budget. I do not seem to be able to delete the accounts due to historic transactions (these equipment accounts have not ha...
about 1 year ago in Other 1 Shipped

When converting from the desktop to the online, only 10 templates transferred.

For a large client that has lots of memorized transactions they want all of them to transfer, otherwise, maybe they won't change to the online.
about 1 year ago in Transactions 0 Shipped

Transaction screen - Auto fill unit price

A customer requested an efficiency enhancement for AgExpert for some autocalculation capabilities, for example when you enter a quantity and then the amount that it automatically updates the unit value field, or vice versa. This customer expressed...
about 1 year ago in Transactions 1 Shipped

Tab through the transaction entry window more easily

I have used both the online and desktop version of AgExpert. I like the online version better my only frustration is not being able to tab through everything easily like I could in the desktop version. Especially the fact that I have to click to e...
about 1 year ago in Transactions 0 Shipped

Ability to only show reversed entries in purchases or sales transactions

It would make it easier and save time to find a missing entry that was accidently reversed. I had a customer with 20K+ entries and using the reports was very time consuming, the back and forth also made it risky as we had to set the filters each t...
over 2 years ago in Reports 2 Shipped

Format de facture personalisé

Il serait intéressant de pouvoir personnaliser nos factures de vente
over 1 year ago in Setup 0 Shipped

Include remittance charges in either sales>transactions or purchases>transactions

Presently the only way to look up remittance charges is via the reports, and this can be a pain to rely on when trying to reconcile charges and payments as there is a ton of back and forth, and it's super easy to forget to change the filters every...
over 1 year ago in Reports 1 Shipped

Multiple users in a file at one time

In our office there are 2-3 people in our bookkeeping program at one time. Currently AgExpert does not allow this functionality.
over 7 years ago in Other 1 Shipped