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AgExpert Accounting Ideas
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AgExpert Accounting - Web

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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

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

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

HST - Easier Way to Turn On

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...
14 days ago in Integrations 1

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

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

PRINT SEPARATE REMITTANCE SLIP FOR PAYMENT OF LONG LIST OF INVOICES/PAYABLES

SEE ATTACHED., THE INVOICES PAID ARE PRINTED ON THE STUB BUT RUN ONTO THE ACTUAL CHEQUE.
29 days ago in Transactions 0

double invoice alert

No description provided
about 2 months ago in Reports 0

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

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.
3 months ago in Payroll 0