AgExpert Accounting Ideas
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Ideas

    Ability to have a unit value price tied to income accounts

    A customer requested this feature because he sells a product or service at the same rate and was hoping we could make it so that if we could assign a unit price to account, so that when you select it it automatically inserts the unit price for you.
    11 months ago in Accounting - Web 1

    Bank accounts collapsed on Reconciliation Screen

    When you click on bank reconciliations it would be nice to have the accounts collapsed by default so that you do not have to scroll way down to find the account you want.
    over 2 years ago in Other 0

    Add a drill-down feature to account balances in the chart of accounts

    Make it easier to identify balances as you scroll through your accounts. The drill down would open up the g/l report for that account, maybe defaulted to "cash" and the "current fiscal year" filters. If the report could pop-out in a new tab instea...
    over 5 years ago in  0

    Create a monthly Accounts Receivable report with totals

    Create a monthly Accounts Receivable report that breaks the charges and payment down per month and gives a total per month.
    almost 2 years ago in Reports 0

    Show which images have been selected previously from camera roll.

    Images are currently not shown as already imported. I forget which one I imported last and it doesn't show a filter by last uploaded, so I keep losing track. Maybe have an indication in you camera roll of which have been selected or sort by last u...
    11 months ago in Transactions 0

    option to view transactions per account type

    Desktop version of analyst allowed you to view by account the transactions whether a debit or credit. In accounting on the web, it's all together but grouped by debit or credit. That makes it difficult to sort through to see where I left off in my...
    over 6 years ago in  0

    Add a field box to enter a supplier/customers GST Number

    When setting up a customer/supplier would be nice to have a spot to enter their GST/Business number. Would be beneficial if ever have a GST Audit. Currently I enter in the notes.
    over 6 years ago in  0

    Have reverse transactions happen in the background and only see in a specified Audit Trail.

    If you could have the reverse transactions happen in the background and just have an Audit Trail that would keep track of that, so we do not need to have all those reversed transactions showing up in bank reconciliations, etc..
    11 months ago in Transactions 1 Already exists

    Add a date range filter under purchases/transactions and sales/transactions

    This would make it easier and faster for a user to see transactions entered outside of their current fiscal year selection. Presently you would need to change fiscal years, re-open the transactions, look through, and then flip back, which is espec...
    over 5 years ago in  1

    When saving a template, don't automatically save the entry - this should be a separate step

    You may have some transaction lines for that particular entry that you don't want to save in the template
    almost 4 years ago in  0