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AgExpert Accounting Ideas
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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

When saving a template, don't automatically save the entry - this should be a separate step

You may have some transaction lines for that particular entry that you don't want to save in the template
about 3 years ago in  0

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

Option to be able to print cheques from the transaction entry screen

No description provided
over 6 years ago in  0

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...
about 5 years ago in  1

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

Assets under capital lease should be added to captial asset tracking.

Assets under capital lease should be tracked separate from owned assets. It is nice to have a listing of these assets.
over 3 years ago in  0

Faciliter les transactions de remboursement (note de crédit)

Il est fréquent d'avoir des remboursements de pièces d'équipement, d'Intrants ou autre. Hors nous voulons les sortir de notre comptabilité pour générer les vrais chiffre et non pas les mettre dans une note de crédit du fournisseur ou du client. Se...
over 2 years ago in Transactions 2

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.
11 months ago in Payroll 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