I just migrated to online accounting. It is cumbersome to have to change the calendar year I am working in, in order to see a report from another year. In the drop down menu on the report page - income and expense for example - you should be able ...
If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
I would like a customer report to compare sales amounts.
I would be able to see which customers purchase the most hay from me. I would be able to make decisions for frequent purchaser discounts or appreciation events.
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.
As per customer:"Idea: Can we have a task reminder so we can be reminded on tasks to do in AgExpert such as specific Journal Entries on a specific day. I want to be able to have a way of tracking tasks that I need to do like inventory adjustments,...
Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure comple...
Ability to import a budget instead of manually adding
It would be very beneficial if the budget would be able to be imported from excel (Export the chart of accounts, add the budget amount, then import), rather than manually adding each one individually.
Credits created by a customer overpayment should be visible when dealing with payables from same customer as supplier
When making a deposit for a customer, they had an incorrect version of the invoice and paid additional that was unneeded. In the deposit you can create a Credit note, but the credit note can only then be used when making another deposit from that ...
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
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