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AgExpert Accounting Ideas
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Invoicing from the App

Many customers would love to be able to create invoices from the app. That is their main request.
4 months ago in Transactions 1 Planned

Ability to export to GIFI (Turbotax)

An accountant requested that we add a feature that allows users to export their gst, pst and income tax data to a gifi format for easy import into turbo tax.
3 months ago in Reports 0

Customer listing

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.
5 months ago in Reports 0

Payroll > Employees - Memorize checked/selected employees

Let's say you want to generate T4's for your employees, so you go to payroll on the left > employees and start selecting employees. If you accidently click beside the box and open the employee profile, then go back, you'll notice everybody is u...
about 1 month ago in Payroll 0

Improved accrual reports

I would like to see true accrual income/expense and enterprise reports. Starting with a trading account for each enterprise: Ending inventory value + Sales + Inventory transfers in less Beginning inventory value + Purchases + Inventory transfers o...
about 2 months ago in Reports 0

Customizing CNESST frequency

Accounting is only allowing Monthly remittances. It would be good to be able to customize the frequency as needed, quarterly and annually.
9 months ago in Payroll 0

Invoice and statment with late payment interest added

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...
over 1 year ago in Reports / Transactions 1

Search functions

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
almost 2 years ago in Reports / Transactions 2

Ability to export tax data to "Turbotax"

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.
4 months ago in Accounting - Web / Integrations 0

Invoice templates

I would really like to see some more options on the invoice templates. If for example I use the orange template, I like how my information versus client information lines up, but the colour is a sweet orange, does not go with my logo which is blue...
6 months ago in Other 0