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AgExpert Accounting Ideas
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Ability to share read-only

I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...
8 months ago in Accounting - Web 1

ability to review transaction / journal entries by clicking next....

I have 44 GJ entries to proof read. It would be more time effective if I could look at the first one then click a button to go on the the second one. Currently you review one, then cancel it and scroll back through the list to find where you left ...
5 months ago in Transactions 0

List of memorized entries and reoccur

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...
over 1 year ago in Transactions 0

Have a person only able to access accounts payable only and no access to financial information

Would benefit owner the company Would be able to hire a data entry person to enter everyday transactions. Repairs bills, utility bills, etc without having access to loans, bank account balances or net worth
10 months ago in Accounting - Web 0

Payable payments

I would like to be able to "select all" in the invoice selection screen for payables payments
3 months ago in Transactions 0

On the inventory Adjustment screen, can you freeze the pane at the top so that you don't have to scroll to the top every time you want to change a commodity

No description provided
over 1 year ago in Inventory 1

Ability to pin a detailed income and expense report to top of report list

it would be nice if we could pin a detailed income and expense report to top of report list so don’t have to “REBUILD” it every time I want to look at a detailed report.
3 months ago in Reports 0

It would be helpful if the app remembered the user name so that we don’t have to type it in every time.

This would save time when logging into the mobile app.
about 2 months ago in Accounting - Mobile 0

Ability to email receipts into the pending transactions

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...
over 1 year ago in Transactions 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 7 years ago in  0 Planned