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Accounting - Web

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Box 85 on T4's

Needing Health Benefits contributions to show up in Box 85 on T4
9 months ago in Payroll / Reports 0

Customer & Supplier Report Listing

Would be convenient if we could print a customer or supplier listing that compiled their information (name, address, phone#, email, etc.) all into an excel spreadsheet. Instead of having to go through each one individually.
7 months ago in Reports 0

when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
6 months ago in Transactions 0 Planned

Invoices - Ability to change font sizes

Invoices - Ability to change font sizes
9 months ago in Reports 0

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
6 months ago in Transactions 2 Planned

Easier way to change dates on transactions when mistakes are made

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...
8 months ago in Transactions 0

Ability to search transactions by category like Income or expenses

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.
8 months ago in Transactions 2

Hour tracking for employees

My guys are able to bank there time. It would be helpful to be able to track hours worked and hours paid separately
4 months ago in Payroll 0

Ability to auto carry forward cca ending balances to beginning balances

I had a customer request that at the end of the year AgExpert could provide an option for those who wish to carry forward their end CCA balances over as beginning balances.
9 months ago in Reports / Setup 0

Ability to batch print statements for clients

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...
11 months ago in Reports 0 Planned