Ideas

If you could have the reverse transactions happen in the background and just have an Audit Trail that would keep track of that, so we do not need to have all those reversed transactions showing up in bank reconciliations, etc..

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...

Would like to have the ability to create a customer listing with address and email. As well as print customer mailing labels like the desktop. We are doing a mail out and we have to go into every customer and get their address not handy.

Customers do not know which items are being charged HST

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.

We cannot currently add accounts to the chart of accounts when entering a journal entry - we should be able to add accounts on the fly through the journal entry as we are able to do that through the withdrawal/deposit function.

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...