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AgExpert Accounting Ideas
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Accounting - Web

Ability to pin a detailed income and expense report to top of report list

it would be nice if we could pin a detailed income and expense report to top of report list so don’t have to “REBUILD” it every time I want to look at a detailed report.
2 months ago in Reports 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.
4 months ago in Setup 0

Reorder items when creating payables or receivables

When entering lines in a payable charge for example, when you edit it, there is no way of reordering it so it makes sense to the customer.
5 months ago in Transactions 0

Prepopulated description on purchases and sales

In the desktop version the description line was automatically populated with the supplier or customer name and could be added to or amended if needed. I would like to see that in the online version.
7 months ago in Transactions 1

Total on Enterprise Report

It would be nice to have a total column at the far right of the Enterprise report in order to make it easier to reconcile against the profit and loss report (for those trying to do that).
2 months ago in Reports 0

More flexibility in Income Statement/Balance Sheet report

I would like more options in the income statement and balance sheet, especially the option to show a monthly or quarterly report for the selected year.
7 months ago in Reports 2

ability to review transaction / journal entries by clicking next....

I have 44 GJ entries to proof read. It would be more time effective if I could look at the first one then click a button to go on the the second one. Currently you review one, then cancel it and scroll back through the list to find where you left ...
3 months ago in Transactions 0

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.
about 1 year ago in Other 1

Have the ability to ghost out old employees that are done after year end. I use temporary foreign workers and every year new people.

easier to find workers that come back every year
2 months ago in Payroll 1 Already exists

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.
over 1 year ago in Transactions 1