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AgExpert Accounting Ideas
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Showing 516 of 516

Ability to lock fiscal years

A bookkeeper called in stating she had a client who accidently entered a ton of transactions in the past year instead of the current year We don't have a batch reversal too so it was a bit cumbersome to go reverse and re-enter all the transactions...
over 4 years ago in  1

Autofill Description & unit price for customers

This was feature that was available in the point of sale window for the Agexpert analyst. It was great when a customer had the same purchases each time and it would also remember that a certain account code went with an item like a bag, etc.
over 2 years ago in Transactions 0

Total the sub-accounts on income and expense report

Example: "Repairs" is the sub account and there are multiple types of repair expenses within like machinery, fence, truck, and building. Right now, the income and expense report gives totals of each individual account. I would like it to also give...
over 4 years ago in  0

When saving a template, don't automatically save the entry - this should be a separate step

You may have some transaction lines for that particular entry that you don't want to save in the template
about 3 years ago in  0

Cancel button verification

transaction screen - add a verification step to the cancel button.. or move the button into a different space. Currently, it is too easy to hit the button by mistake when adding a line.
over 1 year ago in Transactions 0

create a quick "privacy" button where we can hide sensitive information - $ information

QBO has a feature where there is a "lock-unlock" icon - the $ details can be hidden while working. Particularly when I am doing payroll and someone walks in I want the details hidden.
10 months ago in Payroll 0

Drill down feature

Drill down feature in reports like the Trial Balance is very useful to quickly see what is going on. Saves time.
10 months ago in Reports 1 Already exists

Option to be able to print cheques from the transaction entry screen

No description provided
over 6 years ago in  0

USA receivable customer

There isn't the option to create American customer addresses; no zip code and state options.
10 months ago in Other 1

Print Receipts for Invoices Paid

Need to be able to print a receipt when a customer pays an invoice.
10 months ago in Reports 1 Already exists