Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Showing 47

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
over 1 year ago in Reports 0 Planned

Plaid review pending transactions - Add select/unselect all checkboxes

Customer had to disconnect and reconnect his bank to plaid to get around a 2factor error message, and all the entries appeared again to review even though they were entered. It would save users time if each entry in the review transactions screen ...
over 1 year ago in  0 Planned

Allow edit of paycheque cheque number after posting

I would like to be able to edit the cheque number on a payroll cheque without having to fully reverse and re-entering the cheque. It's just a cheque number, and it doesn't change the cheque itself at all.
over 3 years ago in  0 Planned

Increased function for Transaction templates

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.
almost 3 years ago in  0 Planned

past transactions list

It would be nice to have a list of the all recent transactions in a centralized location (dashboard). It is annoying to have to go into each section (purchases, sales, General Journal) to see what were the last transactions to check if/what has be...
over 2 years ago in  0 Planned

WCB/WSIB - Make a selection to process a quarterly remittance

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.
11 months ago in Payroll / Reports 2 Planned

Invoice reminders when overdue

Customer would like to see a pop-up option or some sort of reminder when invoices issued are now at 30 days overdue or something that you could enable if you wanted to that would trigger you to send a 30 day overdue notice to your customers.
over 7 years ago in  0 Planned

Share restriction - POS only

A bookkeeper requested the ability to share her account witha user who enters solely invoices and quotes, but she doesn't want him to be able to view or be able to edit anything else. This would make it easier to manage invoices and payments becau...
over 4 years ago in  0 Planned

Option to print invoice with note/comment section for individual customers

If you needed to make a comment/note to the customer regarding their order you would not have to enter it has a line item.
over 1 year ago in Reports 0 Planned

Changement de page suivante

Ajouter le changement de page en bas de la liste et non pas juste en haut car une fois avoir défilé une liste, on doit remonter en haut de la liste pour effectuer le changement de page suivante
12 months ago in Transactions 0 Planned