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AgExpert Accounting Ideas
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Ideas

Allow cheque # field for Withdrawals or link payable payments to existing reference/cheque/invoice #'s

Suggestion as written by a customer: "Is there a way that a cheque number field can be set up for withdraws (purchase transactions)? Currently the only option is to use the “Reference” field to enter the cheque number, then use the description for...
3 months ago in Transactions 0

Trial Balance Report

It would be helpful to have the choice to allow accounts with zero balance in the Trial Balance Report to drill down and see transactions, and know whether everything balances. Right now once an account is zero, you do not see it in the trial bala...
6 months ago in Reports 0

Add column to "Receivables" and "Payables" to indicate if a payment has been applied.

I would like to see column added to the "receivables" and "Payables" pages that indicate if a payment has been applied to them, without having to pull up a report every time. It could be a simple check mark or something.
about 1 year ago in Transactions 0

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
over 1 year ago in Reports 1

Sort payroll by employee number

When running payroll, it would be so helpful to be able to sort employees by employee number instead of name as all of our timecards are sorted numerically by employee number.
3 months ago in Payroll 0

Year-end adjusting entry - adding accounts

There should be the ability to add new accounts when you're in the year-end adjusting entry screen. Currently if you get half way done and realize you need a new account, you have to close out of the screen, go and add the account, and then come b...
about 1 year ago in Integrations 0

Payroll is too simple and I need to see deductions

When I do payroll, I want to see the hourly wage as well as CPP and EI deductions. I need to be able to change CPP And not have it automatically calculated for me
2 months ago in Payroll 1 Already exists

Setting for "All Year" for T4 Generation

When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...
8 months ago in Payroll 2

Sum Totals in GL reports

I would like the GL report to sum totals for the various columns when I pull them. This would be the quantity column, the debit, and the credit column. It would be nice to be able to see at a glance the totals instead of having to export to excel ...
9 months ago in Reports 0

Reorder items when creating payables or receivables

When entering lines in a payable charge for example, when you edit it, there is no way of reordering it so it makes sense to the customer.
6 months ago in Transactions 0