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AgExpert Accounting Ideas
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Keyboard flow improvements in transaction screen

1) If you tab from the expense type selection drop down menu for instance, you need to hit spacebar to trigger the search account filter screen. Can we make tjhis instant when you tab into it? 2) Can we allow the down arrow on the keyboard to work...
over 5 years ago in  0 Shipped

Clean-up HST review report

The transaction line amounts should not be staggered with the actual tax columns. I've had a few clients state that it is difficult to read. All amounts should be on the same row.
over 5 years ago in  0 Shipped

Invoice custom messaging for FR/EN customers and suppliers

If choosing the language setting for a customer or supplier, the invoice and custom messaging should reflect the language of the customer. French customer would get a French invoice generated for them.
over 5 years ago in  0 Shipped

Ability to change business name in drop down menu (top left)

If you type in the wrong display name you can't change it later, or least a client and I couldn't figure out where/how to.
almost 6 years ago in  1 Shipped

Improve the add a new account in the chart of accounts workflow

I helped a client customize their chart of accounts in AgExpert Accounting the other day and we both found the process a bit frustrating. At the moment the only way you can add a new account is by clicking add an X account in the respective header...
almost 6 years ago in  0 Shipped

Credit Card Payment type option

One of my clients Janet Nielsen requested we bring back this type of entry line in the transaction screen. She has encountered lots of clients using the bank transfer tool incorrectly.
almost 6 years ago in  0 Shipped

Right-aligned text boxes seem odd

In AgExpert Field, the form controls align on the right, but the text boxes are all left-aligned. In Accounting, the form controls align on the right, but the text boxes are all right-aligned. This looks and feels odd for a product that is targeti...
over 6 years ago in  0 Shipped

Scan in invoices to be attached to the journal entry

As a bookkeeper - when a farmer drops off his box of books - would be easier to scan and post a larger amount , rather than taking one pic at a time.
9 months ago in Transactions 1 Shipped