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Accounting - Web

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

Can AG Expert look at creating ROEs that can be uploaded or "extracted" by the CRA ROE WEB filing system? Rather than me manually entering the data in the web file system.

No description provided
about 2 years ago in Payroll 2

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.
8 months ago in Transactions 1

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.
7 months ago in Transactions 0

Allow cheque # field for Withdrawals or link payable payments to existing reference/cheque/invoice #'s

Suggestion as written by a customer: "Is there a way that a cheque number field can be set up for withdraws (purchase transactions)? Currently the only option is to use the “Reference” field to enter the cheque number, then use the description for...
4 months ago in Transactions 0

Sort payroll by employee number

When running payroll, it would be so helpful to be able to sort employees by employee number instead of name as all of our timecards are sorted numerically by employee number.
4 months ago in Payroll 0

Inventory accounts can have multiple units of measurement.

It is a pain keeping inventory accurate on chemical and seed when there are so many different package sizes / units of measurement. Would be nice to be able to have a different unit for every chemical and seed purchase or inventory adjustment so i...
8 months ago in Inventory 3 Planned

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.
8 months ago in Reports 2

Auto Populate new employee number

It's a pain to have to go back and look up the last used. this was a function on analyst not sure why it was removed.
7 months ago in Payroll 0

Add ability to report balance sheet in cash or accrual - the only option is to report in accrual right now.

When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.
about 1 year ago in Reports 1