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AgExpert Accounting Ideas
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AgExpert Accounting - Web

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easier navigation of transaction screen

when in the transaction screen there are a lot of mouse clicks. would be nice if when using the tab function the box you are on was highlighted more and easier to identify where its at or in the case of if its a drop down box it automatically open...
10 months ago in  2

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
3 months ago in Reports 0 Planned

Rl1 report - workers comp - Fill boxes 60 to 65

I have spoken with a few QC customers who would very much like to have AgExpert autofill boxes 60 to 65 in the payroll > RL1 report. It would save users time and effort from not having to fill it out manually. It is also not evident which boxes...
7 months ago in Payroll / Reports 1 Planned

transaction searching

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.
over 1 year ago in  1

Invoice and statment with late payment interest added

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...
about 1 year ago in  1

Search functions

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
about 1 year ago in  2

Deposit - Customer balance displayed

This was a feature available in Agexpert Analyst. Deposit window would show if the customer had a balance owing on their account.
almost 2 years ago in  1 Planned

Reconciliation account default

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...
8 months ago in Other / Transactions 2 Planned

Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
7 months ago in Reports 0 Planned

Transaction search abilities and other things

I love the program still, however trying to get used to this new look has been rather cumbersome. I miss the ability to view the transactions quickly and SEARCH THEM while putting through another transaction. The previous setup on the computer sof...
over 2 years ago in  1