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AgExpert Accounting Ideas
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Add ability to report balance sheet in cash or accrual - the only option is to report in accrual right now.

When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.
2 months ago in Reports 1

Ability to add a statement to a bank rec as an attachment

A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.
3 months ago in Other 1

Make payments to another customers payable

I would like to be able to make a payment/deposit by one customer to another customer's payable/receivable. This was possible in the desktop version but not now online
about 1 month ago in Transactions 0

Default Reports to sort by date

As an accountant, I generally want reports sorted by date rather than transaction number. It would also be nice if users can set-up their own defaults for reports
4 months ago in Reports 0

Drag and drop attachments onto transactions

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.
4 months ago in Transactions 1

Ability to email receipts into the pending transactions

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...
3 months ago in Transactions 0

On the inventory Adjustment screen, can you freeze the pane at the top so that you don't have to scroll to the top every time you want to change a commodity

No description provided
5 months ago in Inventory 0

Ability to view an invoice without downloading

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
4 months ago in Reports 0 Planned

Can we show on the transactions page if a receipt has been attached

Some kind of paperclip or attachment emoji so you can see easily.
9 months ago in Transactions 1 Planned

double invoice alert

No description provided
2 months ago in Reports 0