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AgExpert Accounting Ideas
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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

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

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
4 months ago in Transactions 0

when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.

It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
4 months ago in Transactions 0 Planned

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...
4 months ago in Reports 0

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

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

Capital assets screen enhancements

Sometimes there are old capital assets with transaction history that remain on a set of books but are no longer in possession, for whatever reasons. Some ideas to improve the overall user experience: 1) Ability to show/hide capital assets, or mark...
9 months ago in Setup 1

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

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