Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!
Ajouter un onglet afin de pouvoir déposer des documents (autres que des factures ou documents liés aux transactions) qui seront disponibles pour le comptable (Ex. Convention de prêts, Relevés bancaires, etc.)
Allow users to update FMV on individual capital assets
Presently you need to go to the chart of accounts and edit the cca class to change the fair market value (FMV). It is a bit tricky to find. Can we make it easier to update, and have the fmv field available under capital assets when editing individ...
I would like to be able to pull the windows inside Ag Expert over time another screen. Report come up on a second screen but it would be nice to move the bank etc to a second screen.
In/Ex and cashflow reports - Show month to month filter
I had a few customers request that they want to be able to see their income expenses, either on the reports, or the budget and cash flow tool on a month to month basis.
Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)
Indicate if a Transaction has been reconciled on main transaction list
On the transaction list pages, having a check mark (maybe on far right side) to indicate that this transaction has been included in a bank reconciliation.
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