All ideas

"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...

I have payroll transactions stuck in bank transaction screen that are already recorded. Can't match them to bank transactions because they are done in two withdrawals at the bank due to transaction limits. They will continuously pop up when cleari...

currently if typing account number or name, even if narrowed down to a single possible name, cannot press enter to select and move on.

In the desktop AgExpert Analyst version, in the "new transaction" screen, the Reference field had a drop down menu with commonly entered terms, and the field would auto-populate if you started typing one of your commonly used terms. That was a ver...

Nice feature to have online is the transaction defaults income and expense accounts,

Customer would like the option of adding a custom tax, such as the Carbon tax, in the options within Accounting.

Make it easier to identify balances as you scroll through your accounts. The drill down would open up the g/l report for that account, maybe defaulted to "cash" and the "current fiscal year" filters. If the report could pop-out in a new tab instea...

It would make it easier and save time to find a missing entry that was accidently reversed. I had a customer with 20K+ entries and using the reports was very time consuming, the back and forth also made it risky as we had to set the filters each t...

Most day-to-day entries are income or expenses. Scrolling down every time to pick the type in or ex is a bit of a pain. Instead of bumping up those 2 types to the top of the list I thought of a better idea... What if the type list was sorted and...