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!
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.
It would be useful if loan balances were displayed in the Sales/Withdrawal screens when making a Loan Payment/Addition. Perhaps it could go in the 'Detail' column, like it appears with Accounts Payable.
Transaction Templates Available with Imported Transactions
Currently you can't access your transaction templates when importing transactions which doesn't make any sense. Please make the templates usable when importing transactions.
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.
Bonjour, j'aimerai pouvoir ajouter ou retirer des monatnt sur mes immobilisations existante. Par exemple, pouvoir ajouter 5000$ de modification d'équipement sur une immobilisation déjà exitante dans la liste au lieu d'avoir une autre immobilisatio...
Plaid review pending transactions - Add select/unselect all checkboxes
Customer had to disconnect and reconnect his bank to plaid to get around a 2factor error message, and all the entries appeared again to review even though they were entered. It would save users time if each entry in the review transactions screen ...
It would be nice to have a list of the all recent transactions in a centralized location (dashboard). It is annoying to have to go into each section (purchases, sales, General Journal) to see what were the last transactions to check if/what has be...
Real nice accounting app. It would be nice if it allowed editing dollar amounts after scanning receipts. One of my reciepts had $0.00 on the bottom amount line and it got entered as $0 and I can’t seem to beable to edit it.
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