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AgExpert Accounting Ideas
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Accounting - Web

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Add ability to report balance sheet in cash or accrual - the only option is to report in accrual right now.

When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.
4 months ago in Reports 1

Batch edit/reversals of Paycheques

Currently you need to click on each Paycheque in order to modify the cheque and re-number it, or to reverse it, which is time consuming if you have 100 cheques to run. We can edit the paycheques to change the cheque number, but that is all. It wou...
3 months ago in Payroll 0

PLEASECAN WE REVIEW PAYCHEQUES BEFORE WE SUBMIT THEM

OUR DEDUCTIONS CHANGE EACH WEEK FOR OUR 25 EMPLOYEES. I MAKE THE CHANG EIN EMPLOYEES AND THEN PROCESS PAYROLL. IT WOULD BE REALLY NICE TO VIEW THE PAYCHEQUE TO VERIFY DEDUCTIONS AND ALL IS IN ORDER BFEFORE i PROCESS IT.
2 months ago in Payroll 0

Default Reports to sort by date

As an accountant, I generally want reports sorted by date rather than transaction number. It would also be nice if users can set-up their own defaults for reports
6 months ago in Reports 1

Ability to add a statement to a bank rec as an attachment

A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.
4 months ago in Other 1

Transaction screen - Tab button creates a new row

It would save users time and be more efficient if instead of having to hit the enter key to trigger the add a new row button, you could just keep tabbing after a debit or credit column field was filled in.
about 1 year ago in Transactions 0

Make payments to another customers payable

I would like to be able to make a payment/deposit by one customer to another customer's payable/receivable. This was possible in the desktop version but not now online
3 months ago in Transactions 0

Customer listing

Would like to have the ability to create a customer listing with address and email. As well as print customer mailing labels like the desktop. We are doing a mail out and we have to go into every customer and get their address not handy.
about 2 months ago in Reports 0

Drag and drop attachments onto transactions

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.
6 months ago in Transactions 1

On the inventory Adjustment screen, can you freeze the pane at the top so that you don't have to scroll to the top every time you want to change a commodity

No description provided
7 months ago in Inventory 0