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;...
Formatting issue: Commas needed in dollar figures when adding a transaction
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.
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.
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...
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...