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AgExpert Accounting Ideas
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Accounting - Web

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...
about 8 years ago in Setup / Transactions 1 Will not implement

Ability to see opening balances adjustments

I had a customer and her accountant express frustration when comparing a/r and a/p reports, to the general ledger report, specifically in how adjustments to opening balances were not shown on the GL. It would be nice if there was a way to easily s...
about 2 years ago in Reports 0

Ability to hide unit measurement unit

I have a customer that has some income accounts they use for services but do not track inventory. We can unlink an asset account from an income account (by selecting a blank option), but we can't do that to measurement units. Can we look into hidi...
about 2 years ago in Setup / Transactions 0

Credit Card reconciliations

It would be nice if the credit card reconciliation printed correctly. It should have an ending credit balance, not debit (if there is a balance payable on the account). There should be o/s payments (not deposits). The reconciled balance does not a...
about 2 years ago in Other 0

Capital assets screen - Show audit numbers of purchases and sales

It would be very useful if in capital assets we could see the audit #'s of the purchases and the sales, so we can easily find those entries if we had to.
about 2 years ago in Other 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...
about 8 years ago in Reports 0 Will not implement

Open invoices for point of sale

It would be helpful to be able to leave an invoice open when you are doing custom work for example. You can keep adding charges as you complete jobs for the customer until you are ready to finalize the invoice and send it.
about 2 years ago in Transactions 0

Export dates in a normal format.

When exporting ledger detail from AgExpert Accounting (web) to excel format, the dates are exported as, for example “Apr 11 2023”, which is basically useless for being able to use the date in excel unless you want to sort by month alphabetically. ...
about 2 years ago in Reports 0

Limitation des accès

Il faudrait être en mesure de limiter les accès à d'autre utilisateur dont nous partageons l'accès
about 2 years ago in Other 0

pièce jointe au journal général

Il faudrait être capable d'inclure des pièces jointe au journal général ex: chiffrier de régularisation du comptable
about 2 years ago in Transactions 0