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Save report settings

Is there a way to save the report parameters so I don't have to click all the fields every time I want to see the report? Specifically, when I bring up the Trial Balance and then drill down on the bank account. Is there a way for me to save the va...
5 months ago in Reports 0

Ability to EFT funds for payroll

Had a customer request this functionality. He's got 40 migrant workers a season, usually different. Great modern features other software have.
almost 6 years ago in  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
6 months ago in Reports 0

General ledger and other reports - Ability to select multiple contacts

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...
8 months ago in Reports 0

Invoice descriptions on statements

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...
12 months ago in Reports 0

Memorize report filters based on last used

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...
about 1 year ago in Reports 0

General notes page would be helpful

It would be nice if there was a place on the business where you could enter notes about the business, like a spot where you could enter Co-op numbers, that type of thing. Like a general synopsis page. For example if something happened to the perso...
9 months ago in Other 2

Can AG Expert look at creating ROEs that can be uploaded or "extracted" by the CRA ROE WEB filing system? Rather than me manually entering the data in the web file system.

No description provided
12 months ago in Payroll 0

Parametrage outil éleément par page

Je veux pouvoir laisser toutes les opération disponible dans la page achat et pas être limiter à 50 et être obliger de toujours remettre 250
9 months ago in Other / Reports 0

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...
9 months ago in Payroll 0