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AgExpert Accounting Ideas
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Ideas

Showing 191 of 541

Ability to show accounts with a zero balance

It would be great to have a toggle button so that you can show accounts with a zero balance on any report
20 days ago in Reports 0

Default for viewing income statement

I would like to be able to set the reporting of the income statement to accrual rather than having to select it each time.
20 days ago in Reports 1

Cash Flow Tools needs comments section and more flexibility in reporting

The Cash Flow Tool needs more detail and flexibility in generating reports. An option to add comments would help when reviewing a report because as the year progresses, it can be difficult, if not impossible, to remember what rationale went into t...
about 2 months ago in Other 1

Default Reports to sort by date

As an accountant, I generally want reports sorted by date rather than transaction number. It would also be nice if users can set-up their own defaults for reports
10 months ago in Reports 1

Sorting in outstanding Receivables/Payables reports

Would like there to be sort by invoice number in Outstanding Receivables and Payables reports. I used that monthly or more in Analyst. Right now I am told just export to excel and sort there. For such a complicated accounting system, I am sure the...
21 days ago in Reports 0

Ability to export ROE to xml format

Customer requested the ability to generate ROE xml files for upload to CRA's website.
6 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.
8 months ago in Reports 1

Print Cheque from transaction screen instead of downloading cheque image everytime.

Instead of posting the expense payment then going to print cheque from a separate window. cheque image is downloaded before you are able to print it. This is going to take up space and time on computer.
6 months ago in Other 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.
8 months ago in Other 1

Pay Period Start Date

It would be beneficial to include an option for entering the payroll period start date to ensure accuracy and flexibility in processing.
5 months ago in Payroll 4