Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

AgExpert Accounting - Web

Showing 125

Importing statements and matching issues...

Right now when I import my statements, the software automatically matches the amount to an existing transaction even though the date is different. This makes the importing feature useless. If you happen to have several transactions that are the sa...
almost 5 years ago in  0 Shipped

Unable to edit/save a 'withdrawal' entry that carries an applied credit amount

The withdrawal entry original saved just fine and the credit note was applied correctly - a credit note was needed because we'd made an upfront payment to the vendor the previous month We went back to the entry to amend an account category and we ...
over 2 years ago in  0 Shipped

When making a cheque, have the option to select all the invoices owing to the vendor instead of having to select them all individually.

No description provided
about 5 years ago in  0 Shipped

Add drill down option on gst return

It would be very useful and save time if when looking at the gst return we could click on an entry to bring it up and see what exactly happened. Thank you!
over 2 years ago in  0 Shipped

GST neffilling API

Look into whether we can get CRA onboard for direct netfiling. If not, provide a link directly to the Netfile page where they can enter their web access code.
almost 8 years ago in  0 Shipped

Bank rec- Ability to sort columns and be able to click on an entry to bring it up to edit it

A customer expressed frustration using our bank rec tool. They were previously using Analyst. When they switched to Accounting they noticed a few things that really hampered their workflow. 1) The first is that they need all columns to be sortable...
over 2 years ago in  0 Shipped

When changing percentages for Enterprises, it should only change in year adjustment made not previous years.

as at Jan 6, 2023 using Ag-Expert using version 2023-01-01 when you change the percentage for enterprises it affects all past years records making the computer files inaccurate when checking back previous years, thus all accounting records are ina...
over 2 years ago in  2 Shipped

Ability to not include credits on a/p aged report

A customer was upset that the credit notes are showing up on the aged report as they will have to manually work around this in excel. Their accountant specifically wants an aged report and with no credits appearing. It would be very practical if w...
over 2 years ago in  0 Shipped

Dans les transaction: pouvoir calculer le montant TPS et TVQ à partir du montant sans taxe!

No description provided
over 2 years ago in  0 Shipped

Ability to show/hide contacts, and delete new unused contacts

Ability to show/hide contacts, and delete new unused contacts. Presently we cannot do delete or hide them. Passing this on to our development team as per customer feedback.
over 5 years ago in  0 Shipped