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AgExpert Accounting Ideas
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Allow any numerical data input areas, such as total, to behave as a calculator as well.

For example in the transaction entry screen where you enter the total, if I can put in 45*15.3 and it calculates the value for me automatically and puts that value in the total upon leaving the control. That will help reduce the need to switch to ...
about 7 years ago in  0 Will not implement

create a quick "privacy" button where we can hide sensitive information - $ information

QBO has a feature where there is a "lock-unlock" icon - the $ details can be hidden while working. Particularly when I am doing payroll and someone walks in I want the details hidden.
9 months ago in Payroll 0

Add customer number on the Invoices and Statements

As a user, I would like to be able to configure a customer number on the customer profile. That information should pull on to the invoices and statements
almost 6 years ago in  1

A way to delete obsolete automated description entries in transaction entries

I must have hundreds of automated descriptions that I no longer use after so many years, yet must see them all whenever I start entering a description entry. It's frustrating & a waste of time - there must be a way that clients could delete de...
over 5 years ago in  0

Drill down feature

Drill down feature in reports like the Trial Balance is very useful to quickly see what is going on. Saves time.
9 months ago in Reports 1 Already exists

Ability to lock fiscal years

A bookkeeper called in stating she had a client who accidently entered a ton of transactions in the past year instead of the current year We don't have a batch reversal too so it was a bit cumbersome to go reverse and re-enter all the transactions...
over 4 years ago in  1

Autofill Description & unit price for customers

This was feature that was available in the point of sale window for the Agexpert analyst. It was great when a customer had the same purchases each time and it would also remember that a certain account code went with an item like a bag, etc.
over 2 years ago in Transactions 0

USA receivable customer

There isn't the option to create American customer addresses; no zip code and state options.
9 months ago in Other 1

Cancel button verification

transaction screen - add a verification step to the cancel button.. or move the button into a different space. Currently, it is too easy to hit the button by mistake when adding a line.
over 1 year ago in Transactions 0

Print Receipts for Invoices Paid

Need to be able to print a receipt when a customer pays an invoice.
9 months ago in Reports 1 Already exists