All ideas

It would be nice to have an actual calendar year PD4R report generated, as opposed to looking at each months remittance, (needing to change fiscal years).

Customer has a fruit stand that they sell fruit from. In AgExpert Analyst, they can deposit to their cash on hand account and create an invoice for cash sales. This is not currently available in Accounting. In accounting they need to enter a Recei...

I'd find it useful to close/cancel a popup window by clicking outside of the windows without have to move my mouse down to the bottom and clicking "cancel". If some data had changed, it should prompt to save or cancel.

When completing payment of a payable, the taxes entered (GST and PST) do not carry over to populate in the Withdrawal screen. So when printing a cheque to pay a payable payment for instance, the tax lines say zero on the cheque stub, as it only po...

As per customer: "Hi there, I don’t know if it’s ever been suggested, but I’m wondering if a line could be added in the contact information for vendors that specified preferred payment method (cash, cheque, e-transfer, credit card, bank transfer. ...

It would be useful to be able to click an update button and request the program to update the pending/bank transaction list. This is a feature available in Quickbooks.

In the desktop AgExpert Analyst version, in the "new transaction" screen, the Reference field had a drop down menu with commonly entered terms, and the field would auto-populate if you started typing one of your commonly used terms. That was a ver...

receipts can be scanned, emailed or retrieved from various suppliers and then transferred directly into the software. This eliminates the data entry for many users