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...
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...
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...
When exporting the data to Caseware (for accountants) the detail vendor information does not show up in the caseware reports (like it did with desktop version) - only the bank account - the other accounts the description is blank - vendor detail n...
For example, an RRSP contribution or life insurance contribution that you know occurs on the 25th of each month. Have it entered automatically when the day comes.
Customer requested the ability to have an invoice generate and email to customer on a particular day of each month. She has 30 customers to which she invoices monthly at the end of the month
Adding an "are you sure you want to go back a page"
This happens to me quite frequently with AgExpert Accounting (online version). I use a Mac and the mouse has the feature where a slight swipe left will take you back one page on the website which in turn loses the entire transaction you have been ...
I would like the past employees to have a separate file from the current employees in the set up area, so I don't have to see/go through them every time I add or edit current employees.
It would be more intuitive to put the Credit to Supplier in the window that open for Payable Payment. We had that issue with one of our AgExpert client. It would be perfect as a line right under Total amount of invoices that say Total amount of cr...
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