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Accounting - Web

Enhance table view within transaction report to improve excel usability of resulting data table.

Within the transaction report screen for table view, add an option to suppress existing 'heading lines' and 'summary lines" so that this view can be be more readily used within exported Excel worksheets. Current build 2026.3.0.28654 generates a ...
about 2 months ago in Transactions 0

Trial balance on dashboard

I would like to be able to drill down to transactions from a trial balance on the dashboard
5 months ago in Transactions 0

Bulk file upload - multiple entries

I get several emails with PDF attachments. I am very busy, so am putting them into a folder to be posted. They are a mixture of deposits, withdrawals, payables. Currently I am not able to upload the entire file. This is taking a lot of extra steps...
17 days ago in Transactions 1 Already exists

Review payroll before run payroll

I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
about 1 year ago in Payroll 4

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.
almost 2 years ago in Transactions 0

Cheque numbering Payroll

Why can't you have it so if we want to use our own cheque numbers we can. It would be so much better to not have to edit, just put the number in when we are putting in the hours.
3 months ago in Payroll 3

Transaction date or payroll date

can you please have a setting where I can choose "use the current date" or" use the date I previously used” today I went to do a paycheck. And I chose that the pay period ending was today's date. August 5. But for some reason they put the check da...
about 2 months ago in Transactions 0

Search from Transaction Screen

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
10 months ago in Transactions 0

User log report

Customer has several bookkeepers working at once in AgExpert and wanted to know if we had a report that showed all transactions with a user/access log for audit purposes.
about 1 month ago in Accounting - Web 0

Keyboard shortcuts

Please add in keyboard shortcuts for transaction entry, eg. ALT S for saving, ALT C for closing... like we had in Analyst.
3 months ago in Transactions 1