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AgExpert Accounting Ideas
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be able to filter between accrual and cash accounting on balance sheet as well as on income/expense report

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6 months ago in Reports 0

2 yr Comparative Report or statement option

The ability to generate a 2 year balance sheet or income statement with a 3rd column showing the net dollar change between the 2 years
almost 5 years ago in  0

Create a Duplicate/Create a Copy option

It can be a quick and easy way to be able to create copies of invoices or expenses without having to use the template feature.
almost 2 years ago in  0

Ability to edit agristability codes

AgExpert Analyst allowed users to edit the agristability codes and names, as well as delete codes no longer in use. This would help keep the list clean and concise. As well, I have spoken to some customers who said after they migrated their data t...
12 months ago in Inventory / Setup 0

Ability to merge customers

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)
almost 5 years ago in  0

Invoice reminders when overdue

Customer would like to see a pop-up option or some sort of reminder when invoices issued are now at 30 days overdue or something that you could enable if you wanted to that would trigger you to send a 30 day overdue notice to your customers.
over 7 years ago in  0

Payroll - Save Draft feature when creating cheques

"Good afternoon, is there a way to save payroll while in process? I had several transactions entered and needed to change the set up for one employee so I went back and lost all the payroll I entered. "
about 1 year ago in Payroll / Transactions 0 Planned

Ability to separate pst to pst paid

I had a customer today request that, like Analyst used to have, we have an option under business information>payroll taxes, that allows users to separate pst paid to the pst paid account instead of being rolled into expenses.
6 months ago in Setup 0

Privacy screen setting in payroll - hide sensitive information like payroll values when working in payroll transactions and run payroll.and

I often have other people in my office and if I need to open the payroll section - everyone's paycheque amount shows. I would like to be able to toggle on and off being able to see the amounts. QBO has a "lock" button to toggle the privacy on and ...
6 months ago in Payroll 0

Ability to create a quote

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!
about 2 years ago in  1