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AgExpert Accounting Ideas
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have the date in payroll move to the current date actually have all transactions pages move to the current date

when you open payroll or any transaction page have the date go to the current date
28 days ago in Accounting - Web 0

Transaction search screen hard to use

While searching for duplicate refence numbers the transaction search screen reverts back to 50 per page and goes to the beginning of the search after correcting the error. It is just a waste of time to have to reset every time you need to delete o...
3 months ago in Transactions 0

Transaction entry - + or - button to change date

As per customer: "To who it may concern, To make entering easier a suggestion might be to be able to press “+” or “ –“ {PLUS OR MINUS} in the DATE area. Explain: When I am entering from my credit card statement I can just “+” to advance a day or t...
20 days ago in Transactions 0

Total on Enterprise Report

It would be nice to have a total column at the far right of the Enterprise report in order to make it easier to reconcile against the profit and loss report (for those trying to do that).
20 days ago in Reports 0

Keyboard shortcuts

Please add in keyboard shortcuts for transaction entry, eg. ALT S for saving, ALT C for closing... like we had in Analyst.
about 2 months ago in Transactions 1

Trial balance on dashboard

I would like to be able to drill down to transactions from a trial balance on the dashboard
3 months ago in Transactions 0

Have the system ask if you are sure you want to cancel or exit an invoice without saving.

I was doing a large invoice (3 pages) with lots of information that needs to be typed, and I accidently hit the cancel button and it closed. There should be a warning for when you accidently hit a button like close without saving or cancel to ensu...
about 1 month ago in Transactions 2

Allow cheque # field for Withdrawals or link payable payments to existing reference/cheque/invoice #'s

Suggestion as written by a customer: "Is there a way that a cheque number field can be set up for withdraws (purchase transactions)? Currently the only option is to use the “Reference” field to enter the cheque number, then use the description for...
about 1 month ago in Transactions 0

Have the ability to ghost out old employees that are done after year end. I use temporary foreign workers and every year new people.

easier to find workers that come back every year
24 days ago in Payroll 1 Already exists

Have an email address for invoices to be emailed to. Suppliers email invoices goes directly into transactions for review

Aleop uses this and skips step to have to upload invoices into accounting for review. Everyone would benefit by skipping step.
5 months ago in Transactions 0