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Clean up the excel and csv reports to use fewer columns. The current format is difficult for trial balance and income and expense.

No description provided
7 months ago in Reports 0

Add snapshot function to cloud based Agexpert accounting

I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...
over 2 years ago in  0

add the filter by audit number to the online version

No description provided
8 months ago in Reports 1 Already exists

$ per head feature

we have a cattle on farm would be helpful if the program would calculate the $/ head price with all cattle sold over the year. class of cattle individually calculated. For agristabily we have to manually figure out the sold price over the year whi...
8 months ago in Inventory / Reports 0

Flagged duplicate amounts

would be nice when entering a transaction if the program could through a flag when a duplicate amount has been entered instead of waiting till you reconcile to find it.
8 months ago in Transactions 0

Withdrawal transactions should default to expense selection in transaction box

Keyboard flow is not very good when entering transactions. You always need to use the mouse to select 'expense' and then get back to key board. Using the desktop version of the software as a template you could improve a lot of spots. Account also ...
over 1 year ago in  1

Add option to import Vendors

Many vendors are the same for each customer. Would be nice to be able to have a supplier list and be able to import into another file. (This would be a feature for accountants/bookkeepers) as every file has the same vendors that need to be Keyed m...
8 months ago in Setup 0

Add external notes to invoices

Need to add more information sometimes and no where to put it.
over 2 years ago in  0 Planned

Printing preferences

would it be possible to be able to pick when printing reports such as general ledger or bank Rex’s to be able to pick between single or double spaced?
8 months ago in Reports 0

Being able to edit and add/change serial numbers from capital asset list

Then I do not have to go back into past years and edit transactions that will then possibly have an impact on past reconciliations
over 1 year ago in  1