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AgExpert Accounting Ideas
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JUst need help

How do I print just an outstanding receivables and/or payables reports. I just want outstanding not the pages long that show payments. Sorry I am frustrated with not having what we had in Analyst!
7 months ago in Reports 1 Already exists

Indication whether a file is added or not

It would be nice to see if a file/invoice is included from the transaction screen. I have some invoices added in and others are still paper copies. Even if there was a heading with file, and check mark in the transactions including a invoices.
7 months ago in Transactions 2 Already exists

General transaction user interface improvement

When adding a row to a transaction, need to use shift+tab 5 times to move active box to transaction type window. Can active box default to transaction type? Transaction type drop down reacts differently if clicked into, vs tabbed into. When tabbin...
7 months ago in Transactions 0

Payroll enhancements (employee template/copy feature, misc improvements)

"Hello, I have a suggestion. There are 4 tabs under employees. Only one, DETAILS, shows the employee's name. I have 25 SAWP employees, all similar set up, and when I am looking for something like payroll ytd totals, or any other information, the e...
almost 2 years ago in Payroll / Setup 1

Bank reconciliation screen minimize dropdown list of accounts

It would be very helpful if when going to the bank reconciliation screen if the accounts would be name only and the drop down list not be automatically opened. I have unintentionally entered the incorrect account going in and out of this screen be...
almost 2 years ago in Other 0

Include email on invoices

A customer requested that we add the ability to include emails on invoices
over 3 years ago in  0

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
about 1 year ago in Transactions 0

Ability to "open in a separate window"

Client uses two monitors and would like to leverage them during his bank rec. to so that he can keep his transactions list open to edit them on the left monitor, while leaving his bank rec. window open on the right monitor. Right now he has to sav...
over 6 years ago in  1 Will not implement

Drill down feature

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

USA receivable customer

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