Accounting - Web

When a customer has a credit and it is applied, it does not have an option for a description - it just shows an amount. I would like to have the ability to add a description even if it's "credit applied" or something similar to show them what the ...

When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...

It would be helpful to have the choice to allow accounts with zero balance in the Trial Balance Report to drill down and see transactions, and know whether everything balances. Right now once an account is zero, you do not see it in the trial bala...

It would be nice to be able to setup up % of ownership of balance sheet accounts (Bank accounts, inventory, general and capital assets, loans...) and run separate BS reports per department.

We would like to be able to print a report to review the entity percentages that have been assigned.

For payroll can instead of having to enter everything be able to import a Excel or PDF sheet with all the data and have it read in automatically

when you open payroll or any transaction page have the date go to the current date

I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.

When I print my cheques in the payables, the cheque number does not appear. Nor does it appear when I am doing the transaction.

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.