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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 504 of 504

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...
about 4 years ago in  1

An option of what colours go on the printed invoices

No description provided
over 2 years ago in  0

General journal screen - Auto-calculate out of balance difference

It would be a much better user experience if the journal screen showed what you were out of balance by instead of forcing the user to calculate manually.
11 months ago in Transactions 1

Chart of accounts - Remove hyperlink in balance column

Presently it can be a tricky to highlight and copy/paste a balance you see in the chart of accounts, as it will open the account editor window. Can we make it so the balance column does not have a hyperlink to it, and anywhere else in the row it w...
11 months ago in Setup 0

Chart of accounts - Link column

It would save users and support team a lot of time if in the chart of accounts, under in/ex sections, there was a column called Linked that had a Y or N in it to indicate whether an account was linked to an inventory account or not. Right now you ...
11 months ago in Setup 0

Reconcile accounts with Field Data & Machinery Useage

No description provided
11 months ago in Integrations / Other 1

Setting up corporation short fiscal year less than 12 months

When setting up a new corporation that started on June 15,2024 and year-end of November 30, 2024, Only workaround is choosing a year-end date of April 15, 2025, complete the setup and then go under business information and changing the year-end to...
11 months ago in Setup 0

Ability to search by audit or reference #

It would save a lot of time searching through reports if we could add a new filter to search by audit #. There are cases where a customer is looking for an exact transaction and does not remember what type of transaction it was. It is possible to ...
over 2 years ago in  0

CRA #'s on the GST and payroll remittance forms

when efiling it is handy to have the CRA #'s on the top of the printed forms for reference
over 3 years ago in  0

option to view transactions per account type

Desktop version of analyst allowed you to view by account the transactions whether a debit or credit. In accounting on the web, it's all together but grouped by debit or credit. That makes it difficult to sort through to see where I left off in my...
over 5 years ago in  0