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AgExpert Accounting Ideas
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Showing 502 of 502

Ability to import data from Simply Accounting

I have had a few customers lately that have requested a tool to import data from Simply Accounting (known as Sage50 now). Ideally chart of accounts and contacts from a csv format.
7 months ago in Other 0

Ability to search many pages of expenses

When searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again
5 months ago in Transactions 1 Already exists

Allow negative Withdrawal Transactions (Refunds) in Credit Card

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.
over 3 years ago in  4 Already exists

Ability to hide reversals on earnings and deductions report

Customer requested the ability to hide reversals on earnings and deductions report, so when he gives the report to his employee it looks more professional.
7 months ago in Payroll / Reports 0

Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
9 months ago in Reports 0 Planned

Rl1 report - workers comp - Fill boxes 60 to 65

I have spoken with a few QC customers who would very much like to have AgExpert autofill boxes 60 to 65 in the payroll > RL1 report. It would save users time and effort from not having to fill it out manually. It is also not evident which boxes...
9 months ago in Payroll / Reports 1 Planned

Box 85 on T4's

Needing Health Benefits contributions to show up in Box 85 on T4
9 months ago in Payroll / Reports 0

Customer & Supplier Report Listing

Would be convenient if we could print a customer or supplier listing that compiled their information (name, address, phone#, email, etc.) all into an excel spreadsheet. Instead of having to go through each one individually.
7 months ago in Reports 0

when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
6 months ago in Transactions 0 Planned

Invoices - Ability to change font sizes

Invoices - Ability to change font sizes
9 months ago in Reports 0