AgExpert Accounting Ideas
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    Have the ability to have a different name on supplier cheque

    In the old system you could have a different name on the cheque from the name of the supplier. For instance the company name is "City Tractor Supply" but it is locally known as "Joe's Tractor Shop" . The latter name on the cheque would not be cash...
    about 1 month ago in Transactions 0

    Customer statement

    Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure comple...
    3 months ago in Reports 1 Already exists

    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.
    almost 2 years ago in Transactions 0

    Ability to 'save and new' when entering journal entries

    It would be useful to have the ability to 'save and new' when entering journal entries (eg. year-end adjusting entries). I still like to post year-end entries separately, and it's cumbersome to 'save', then have the window close, and then start fr...
    5 months ago in Transactions 0

    from aged payables report - directly to withdrawal to pay the amount owing

    I usually have the aged ap report open when I am doing a cheque run - it would be great to click on a vendor to to a "pay now" withdrawal transaction screen. Then upon closing, go back to the aged report.
    about 1 month ago in Transactions 0

    can you add a button from the aged payables report that would take us directly to the withdrawal page? I use the aged ap report when I pay bills and it would be so handy if I could click a "pay now" button.

    We have to back out of the report and go into purchases to pay a vendor, then close purchases, go back to generat the aged AP report and do it again - I do this everal times a session - a "pay now" button would be great - quick ling to the withdra...
    4 months ago in Transactions 0

    Review payroll before run payroll

    I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
    about 1 year ago in Payroll 4

    Have an email address for invoices to be emailed to. Suppliers email invoices goes directly into transactions for review

    Aleop uses this and skips step to have to upload invoices into accounting for review. Everyone would benefit by skipping step.
    8 months ago in Transactions 0

    Credits created by a customer overpayment should be visible when dealing with payables from same customer as supplier

    When making a deposit for a customer, they had an incorrect version of the invoice and paid additional that was unneeded. In the deposit you can create a Credit note, but the credit note can only then be used when making another deposit from that ...
    3 months ago in Transactions 0

    Trial balance on dashboard

    I would like to be able to drill down to transactions from a trial balance on the dashboard
    6 months ago in Transactions 0