All ideas

This would super time saving for users who enter a lot of receivable charges and print off invoices often. Presently you need to save the entry, then click the 3 dots, then click print invoice. Instead, what if near the bottom right of the transac...

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

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;...

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.

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...

Adding additional notes about the invoice/work done on the invoice. Was nice in AgExpert Analyst

Had a customer request this functionality. He's got 40 migrant workers a season, usually different. Great modern features other software have.