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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

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

Add Cheque number to Transaction

If I put my cheque number in the reference box it prints in the memo line of my cheque. I would like to add a cheque number to all my transactions, not just payroll cheques for future reference and bank reconciliation.
about 3 years ago in  0

USA receivable customer

There isn't the option to create American customer addresses; no zip code and state options.
5 months ago in Other 1