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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 495 of 495

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.
over 5 years ago in  0

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 ...
almost 6 years ago in  0

Link transaction attachments to capital assets

Sending this suggestion on a customers behalf: "Good Morning, Just writing to make a suggestion in your agexpert online program. I really appreciate being able to to download invoices and attach them to the data entry. The only place that falls ap...
almost 2 years ago in  0

Ability to track KM driven in AgExpert

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
almost 4 years ago in  0

Create search box for bank rec window or make transaction list sortable by date, description and amount.

this would be really really helpful for finding transactions that need to be cleared
about 6 years ago in  0

"View only" sharing for Accounting

Much like the "Processor" with respect to Field. Need to be able to give view only access of Accounting records to bankers and insurance companies.
about 4 years ago in  0

Be able to delete Businesses

Good Morning... I'm totally new at any accounting.. I was getting stuck at Bank transfers, and so what I would do was create a new "business" every time. (I realized later I could just reset..... So here's my request... I now have 4 businesses set...
about 4 years ago in  0

Caseware export

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...
about 2 years ago in  0

Payroll Remittances Screen - add column for "paid" remittances

A quick way to see which remittances have been paid by having a column with a paid column and a check in a checkbox if it's been paid. -thomas
about 6 years ago in  1

Accounting Services that are competent with Ag Expert

Provide a regional list of Accounting Services that are competent with Ag expert Accounting
about 2 years ago in  0