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AgExpert Accounting Ideas
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Accounting - Web

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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.
7 months ago in Other 1

On your invoices, have a column to show which items are being charged with HST and which are not.

Customers do not know which items are being charged HST
4 months ago in Other 0

Apiculture (Beekeeping) Setup Category

When initially setting up AgExpert as a user, I would suggest that a category for Apiculture (Beekeeping) would be useful to my subset of users so that we could hit the ground running with a predetermined chart of accounts, etc., for our community...
22 days ago in Setup 0

Ability to import a Chart of Accounts

As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...
2 months ago in Setup 0

Clear old payables/receivables

It would be really nice if there was an option to clear old payables or receivables in the next fiscal. Often the accountants post entries on the GJ that don't jive with current payables or receivables so I have outstanding from years back and no ...
about 2 months ago in Transactions 1 Will not implement

Purchase order creator

Would be nice if this software could process and make purchase orders with suppliers and larger connect them to inventory and invoices to be paid, when dealing with international suppliers need to be able to send professional looking PO's for cust...
3 months ago in Transactions 2 Planned

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...
5 months ago in Payroll 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.
8 months ago in Transactions 1

I'd like to be able to select a date range on reports and not be restricted to a certain fiscal year.

No description provided
over 2 years ago in Reports 2

Ability to email receipts into the pending transactions

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...
7 months ago in Transactions 0