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AgExpert Accounting Ideas
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Modern and Classic View options

After speaking with many existing AgExpert Analyst users on the upcoming AgExpert Accounting platform, one key thing that seems to worry a lot of people is the data entry change will be significant, to a point where it slows down their day-to-day ...
over 7 years ago in Other 0 Will not implement

Solution to "Required Supplier" to enter transactions

The desktop version, I used to leave the "Supplier" entry blank as alot of the entries I put in don't require a supplier. I have an operating line, its treated like a loan though instead of an account that I frequently draw from. I can't do a Bank...
almost 2 years ago in Transactions 0

the 2 step process for posting payables is a little confusing if there could be a easier way that would be great ul dbe gret

No description provided
almost 2 years ago in Transactions 1 Already exists

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
almost 4 years ago in  1 Already exists

Default Tax (GST & PST) for each Contact

I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. Fo...
over 7 years ago in Setup / Transactions 0

Shorten fiscal year.

Need to add button that is on desktop please.
over 5 years ago in  0

prompt on commodity sale iin Accounting if inventory is tracked and has not been entered (similar to desktop version)

can easily be missed when posting
almost 2 years ago in Inventory / Transactions 0

Batch reversals of transactions

Presently you need to open transaction in order to reverse it, which is time consuming. It would be more convenient if in the Transactions list windows had a reverse transaction icon at the end of each row, and also allow a user to check multiple ...
almost 6 years ago in  0

Payroll filtering by pay period for paycheque creation

When creating paycheques, I have seasonal employees who are paid weekly and permanent employees paid biweekly. In analyst, when creating paycheques I could select which pay period I was creating cheques for an it auto populated the employees that ...
almost 2 years ago in Payroll 0

Invoice Templates - Hover-over preview

It is difficult to see the invoice templates to choose from in Accounting. Can we program it so that if you hover your mouse over one of them a pop-up preview shows up? Thanks
almost 6 years ago in  0