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AgExpert Accounting Ideas
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Ideas

1 click bank account selection in transaction window

At the moment you need to click X and then Choose to pick a new bank account. Can we eliminate two clicks and just have a choose button?
over 6 years ago in  2

Bank rec. import > auto fill supplier/customer if possible

When importing transactions from a bank statement a client also wants to import the customer/supplier and have AgExpert fill those fields in, if possible.
over 6 years ago in  0

Ability to see opening balances adjustments

I had a customer and her accountant express frustration when comparing a/r and a/p reports, to the general ledger report, specifically in how adjustments to opening balances were not shown on the GL. It would be nice if there was a way to easily s...
about 2 years ago in Reports 0

Expense/Income transaction types

The old downloadable version would allow you to select an expense type transaction when doing a deposit, it made it nice when doing returns I can't seem to figure out how to do that on the new platform
over 4 years ago in  1 Already exists

Ability to hide unit measurement unit

I have a customer that has some income accounts they use for services but do not track inventory. We can unlink an asset account from an income account (by selecting a blank option), but we can't do that to measurement units. Can we look into hidi...
about 2 years ago in Setup / Transactions 0

Credit Card reconciliations

It would be nice if the credit card reconciliation printed correctly. It should have an ending credit balance, not debit (if there is a balance payable on the account). There should be o/s payments (not deposits). The reconciled balance does not a...
about 2 years ago in Other 0

Capital assets screen - Show audit numbers of purchases and sales

It would be very useful if in capital assets we could see the audit #'s of the purchases and the sales, so we can easily find those entries if we had to.
about 2 years ago in Other 0

Add a notification banner to display when there has been an update

First time a user logs in after an update is made on our part there should be a better at the top that says the software has been updated and to suggest we click what's new to see the changes. I had a client who was spending a lot of time working ...
over 6 years ago in  0

edit employee list

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over 4 years ago in  0 Already exists

Be able to make invoices for others (landlords that dont send receipts) without it showing up as negative numbers

i do make the invoices, they just look silly with brackets around them for negative value, i guess it works. Lots of people we deal with dont like making receiots so i have to make them up
over 4 years ago in  0