If someone was operation two business that co-relate to one another and wanted them under the same datafile, but created separate invoices for each company for their customers, it would be ideal to save them both and just select which one you want...
Bank rec. import > auto fill supplier/customer if possible
When importing transactions from a bank statement a client also wants to import the customer/supplier and have AgExpert fill those fields in, if possible.
Add a notification banner to display when there has been an update
First time a user logs in after an update is made on our part there should be a better at the top that says the software has been updated and to suggest we click what's new to see the changes. I had a client who was spending a lot of time working ...
Self-employed individuals must fill out a self-employment expense claim form each year. It would be handy if AgExpert allowed users to track and report km driven
When exporting the data to Caseware (for accountants) the detail vendor information does not show up in the caseware reports (like it did with desktop version) - only the bank account - the other accounts the description is blank - vendor detail n...
For example, an RRSP contribution or life insurance contribution that you know occurs on the 25th of each month. Have it entered automatically when the day comes.
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Will not implement