AgExpert Accounting Ideas
ADD A NEW IDEA

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 ...
    3 months ago in Transactions 0

    Ability to mark cheques as signed

    I have spoken to few customers lately who do the bookkeeping for some colonies, and at any given time they need to be able to generate a banking report for the farm boss, that shows the running balance of the account to show what entries have been...
    about 1 month ago in Reports 0

    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 3 years ago in Reports 2 Planned

    Streamline inputting transactions

    We always have to pick from drop down list. Type of transaction only works for first line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if...
    11 months ago in Transactions 0

    Ability to scroll through employees under employment detail without having to close and select next employee

    Right now to view employee details I have to open the employee, go to employment details or YTD totals and then have to cancel or save to be able to select the next employee, go to employment details or YTD totals, cancel or save again, then selec...
    4 months ago in Payroll 2

    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...
    3 months ago in Transactions 0

    Have the system ask if you are sure you want to cancel or exit an invoice without saving.

    I was doing a large invoice (3 pages) with lots of information that needs to be typed, and I accidently hit the cancel button and it closed. There should be a warning for when you accidently hit a button like close without saving or cancel to ensu...
    4 months ago in Transactions 2

    Add column to "Receivables" and "Payables" to indicate if a payment has been applied.

    I would like to see column added to the "receivables" and "Payables" pages that indicate if a payment has been applied to them, without having to pull up a report every time. It could be a simple check mark or something.
    about 1 year ago in Transactions 0

    Year-end adjusting entry - adding accounts

    There should be the ability to add new accounts when you're in the year-end adjusting entry screen. Currently if you get half way done and realize you need a new account, you have to close out of the screen, go and add the account, and then come b...
    about 1 year ago in Integrations 0

    Ability to copy over contacts / chart of accounts when starting a new business.

    Would save a lot of time setting up a second/third/fourth/fifth set of books.
    5 months ago in Setup 0