AgExpert Accounting Ideas
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    Exporting cheques and remittances

    Why did the export to PDF disappear for payroll remittance? I was sure I was able to export to PDF the actual cheque from the download screen but that is not an option either. I am sure I exported to PDF for both for May payroll. The June updte ch...
    3 months ago in Payroll 2 Already exists

    Ability to view transactions for individual chart of accounts while in the chart of accounts

    Click on a specific chart of accounts and print/see what transactions make up the balance.
    over 3 years ago in Reports 0

    As I customer i want to be able to access the "Connect to Support" from the dashboard

    Placing the “Connect to Support” button prominently on the dashboard enhances user experience and operational efficiency. By providing immediate access to assistance, users can resolve issues quickly without navigating through multiple menus, redu...
    10 months ago in Dashboard 0

    Ability to show accounts with a zero balance

    It would be great to have a toggle button so that you can show accounts with a zero balance on any report
    7 months ago in Reports 0

    setting up a new heading Account

    I Notice we have Current Assets and Fixed assets. I would like to add "Other Assets" but the program does not allow to add a header account. Would be nice to have that option again, as we have it in Analyst
    10 months ago in Setup 1

    Record a payable payment form the payable transaction creen.

    When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....
    7 months ago in Transactions 0

    Change New Year Inventory Grade

    I need to change the grade of the new year opening inventory but can't until I have transactions. My data was transferred in so have 2 #2 Canola etc and want to make the program one what I use.
    7 months ago in Inventory 1 Already exists

    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...
    over 1 year ago in Payroll 0

    Create a separate remittance slip rather than printing all checked inoives on paycheque stub

    See attachment - there are so many invoices on this particular payment that they run into cheque area.
    over 1 year ago in Reports 0

    Have a "flag" option for ask my accountant

    It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
    almost 2 years ago in Transactions 0