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AgExpert Accounting Ideas
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Accounting - Web

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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.
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.
9 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
10 months ago in Inventory 1

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 ...
8 months ago in Transactions 0

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...
4 months ago in Transactions 2 Planned

Ability to view an invoice without downloading

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
9 months ago in Reports 1 Planned

List of memorized entries and reoccur

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...
11 months ago in Transactions 0

Ability to export to GIFI (Turbotax)

An accountant requested that we add a feature that allows users to export their gst, pst and income tax data to a gifi format for easy import into turbo tax.
2 months ago in Reports 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...
3 months ago in Setup 0

Track inventory adjustments and or report notes as transactions for audit purposes

I had a customer today state that whenever they do an inventory adjustment, they include notes with important details, but the information gets lost because inventory adjustment transactions can't be edited and the notes don't show up in any repor...
over 1 year ago in Inventory / Reports 2