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AgExpert Accounting Ideas
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Add a date range filter under purchases/transactions and sales/transactions

This would make it easier and faster for a user to see transactions entered outside of their current fiscal year selection. Presently you would need to change fiscal years, re-open the transactions, look through, and then flip back, which is espec...
almost 5 years ago in  1

An actual PD4R report

It would be nice to have an actual calendar year PD4R report generated, as opposed to looking at each months remittance, (needing to change fiscal years).
10 months ago in Payroll 0

Module de facturation

il faut un module de facturation avec une liste d'items que nous avoir accès dans la section description. La facturation dans l'application de bureau fonctionnait beaucoup mieux que celle en ligne.
over 1 year ago in Transactions 0 Planned

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...
almost 6 years ago in  0

create the option for a cheque log for reports

No description provided
10 months ago in Reports 0

Create more functionality from Suppliers and Customers pages and from supplier/customer cards

Create the ability to drill down from the Aged Balances on the Customer/Supplier pages to see and even edit transactions creating the balance indicated. From Customer/Supplier cards add more functionality like: Payment due terms that will print by...
about 5 years ago in  2

Ability to save transactions drafts

Useful if you get hung up on a long entry and need to move on, or if you are invoicing the customer in real-time so that you can keep updating it (without risking it times out and you lose the entry). As requested by a Brent Remyn.
about 5 years ago in  1

Ability to import setup data from Quickbooks

A customer wanted to see what his Quickbooks Online data would look like in AgExpert Accounting, notably the chart of accounts. Passed on suggestion on his behalf. This could be a good sales feature to encourage converting from Quickbooks and save...
about 5 years ago in  0

If I have 2 invoices from a vendor, one debit and one refund and the refund is greater and the net refund is applied to a MC, why can't I post both in the A/P module?

No description provided
11 months ago in Transactions 1 Already exists

Force Bank Transaction Updates

It would be useful to be able to click an update button and request the program to update the pending/bank transaction list. This is a feature available in Quickbooks.
11 months ago in Transactions 1 Already exists