Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Showing 488 of 488

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.
4 months ago in Payroll 0

Add external notes to invoices

Need to add more information sometimes and no where to put it.
over 2 years ago in  0 Planned

Automatically adjust the federal and provincial claim amounts for the new year or have option to apply a change to multiple employees instead of individually having to change it for every employee at the beginning of the year. This would also be a helpful option for adjusting wages and WSIB rates.

Time saver for book keepers and less chance of error. Should be able to select multiple employees and change the WSIB rate, Federal/Provincial claim amounts and wage. It is incredibly time consuming when you have multiple employees to change their...
8 months ago in Payroll 0

when enting payable invoices - add vendor terms

Some vendors have different terms and I would like to have my payables show when they are due - i.e. some vendors are 15 days, some 30 and some the end of the growing season- fixed at Nov 30. This would be very helpful
4 months ago in Reports 0

Cheque templates

double line for Digital signatures for 2 authorized persons for company Logo to be added to company cheques and check numbers Id like our company cheques to follow this same format
8 months ago in Reports 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.
4 months ago in Reports 1 Already exists

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
over 1 year ago in  0 Planned

Payroll - Ability to change date or ref number without reversing

A customer requested the ability to change the date or ref number without having to redo the entire paycheque...this would save a lot of time if a customer accidently enters a bunch of cheques incorrectly.
8 months ago in Transactions 1 Planned

USA receivable customer

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

Create a separate remittance slip rather than printing all checked inoives on paycheque stub

See attachment - there are so many invoices on this particular payment that they run into cheque area.
4 months ago in Reports 0