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AgExpert Accounting Ideas
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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
9 months ago in Reports 1

Year-end adjusting entry - adding accounts

There should be the ability to add new accounts when you're in the year-end adjusting entry screen. Currently if you get half way done and realize you need a new account, you have to close out of the screen, go and add the account, and then come b...
6 months ago in Integrations 0

Transaction screen - Tab button creates a new row

It would save users time and be more efficient if instead of having to hit the enter key to trigger the add a new row button, you could just keep tabbing after a debit or credit column field was filled in.
about 1 year ago in Transactions 0

Ability to export ROE to xml format

Customer requested the ability to generate ROE xml files for upload to CRA's website.
5 months ago in Payroll 0

type in transaction template

I would like to type a few letters or numbers in the transaction template box instead of always having to scroll. This would be much faster.
about 2 months ago in Transactions 0

Add ability to report balance sheet in cash or accrual - the only option is to report in accrual right now.

When bookkeeping for sole proprietors who operate on a cash basis, it would be nice to toggle their balance sheet to report in cash instead of it always reporting in accrual, that way it will match the income statement's numbers.
7 months ago in Reports 1

Pay Period Start Date

It would be beneficial to include an option for entering the payroll period start date to ensure accuracy and flexibility in processing.
4 months ago in Payroll 4

Print Cheque from transaction screen instead of downloading cheque image everytime.

Instead of posting the expense payment then going to print cheque from a separate window. cheque image is downloaded before you are able to print it. This is going to take up space and time on computer.
6 months ago in Other 0

operational benchmarking

cost per a bushel in report. For calculating production bonus on rented land
4 months ago in Reports 0

Ability to add a statement to a bank rec as an attachment

A great idea by a customer to attach bank statements to bank reconciliations, so that customers can easily and quickly reference the reconciled statement with the actual bank statements.
7 months ago in Other 1