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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 501 of 501

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;...
11 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

Set viewing preferences

it would be helpful and save time if viewing preference could be saved rather than it always defaulting back to 50 items and by audit #
6 months ago in Reports 0

Expanded Invoicing Capabilities

I would like to see more options to customize the invoicing capabilities such as more than 1 option for logos (be able to use affiliated Company logos along with our own). More areas to have stated warranties, descriptions. etc. Have automatic rol...
over 4 years ago in  0 Planned

Make printed reports look more like the desktop versions as they are spread out too much

When printing the reports they take twice as much paper as what is really necessary. The desktop version ones are much neater.
over 1 year ago in  1

Inventory Descriptions

There should be a spot added for a description when making an inventory adjustment that will show up on the inventory report. Right now there is a spot for notes but I can't even see where you can ever see the notes you made again. When I do an ad...
about 2 years ago in  1