Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Showing 490 of 490

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.
3 months ago in Transactions 1

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...
3 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.
8 months ago in Transactions 1 Planned

List of memorized entries and reoccur

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...
5 months ago in Transactions 0

Show Aging Receivable Date Ranges on Statement

Would be nice to add an aging receivable row of date ranges, ie. 0-30 days, 31-60 days, 61-90 days, 91+ days when generating a customer statement. I understand there is a report similar to this called "Aging Receivable", however it would be more "...
about 2 months ago in Reports 0

Customizing CNESST frequency

Accounting is only allowing Monthly remittances. It would be good to be able to customize the frequency as needed, quarterly and annually.
2 months ago in Payroll 0

Transaction screen - Tab button creates a new row

It would save users time and be more efficient if instead of having to hit the enter key to trigger the add a new row button, you could just keep tabbing after a debit or credit column field was filled in.
9 months ago in Transactions 0

I'd like to be able to select a date range on reports and not be restricted to a certain fiscal year.

No description provided
about 2 years ago in  2

Please provide a universal search function, same as in AgExpert Analyst

I relied heavily on the ability to search all the transactions in our database when I used Analyst, using the edit transaction function. Please add that to Accounting.
about 1 year ago in  1

calculate additional deduction as % of gross

When doing SAWP payroll I have to deduct a percentage of the gross payroll. I have to go to employee set up each week and change the deduction amount (which I calculate in an excel spreadsheet) based on their actual pay that week - can you put an ...
4 months ago in Payroll 1