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AgExpert Accounting Ideas
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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...
about 1 year ago in Payroll 0

Inventory Entry Enhancements

First have the option to reverse an inventory entry. Second add somewhere to put a description in that will actually show up on the advanced inventory. Example if you enter production both the type and description are "production" make it possible...
over 1 year ago in Inventory 1

Transaction Template for General Journal Entries

Allow for improved speed when entering recurring general journal entries that can't be entered as a regular withdrawal or deposit entry. We use these often for any entries related to intercompany transactions.
over 1 year ago in Transactions 1

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
11 months ago in Transactions 2 Planned

Increased function for Transaction templates

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.
over 3 years ago in  0

Memorize report filters based on last used

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...
over 1 year ago in Reports 0

Remittance Slip

After a payment has been made it would be nice to email a remittance slip straight from the program to the customer you paid
8 months ago in Payroll 0

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
8 months ago in Transactions 0

Make printed reports look more like the desktop versions as they are spread out too much

When printing the reports they take twice as much paper as what is really necessary. The desktop version ones are much neater.
almost 2 years ago in Reports 1

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...
about 3 years ago in Other 0