Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Showing 490 of 490

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

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 Reports / Transactions 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

Remittance Slip

After a payment has been made it would be nice to email a remittance slip straight from the program to the customer you paid
about 2 months ago in Payroll 0

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
about 2 months ago in Transactions 0

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

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

Allow monthly comparative income expense report over 2 fiscal years

I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.
about 2 months ago in Reports 0

Allow negative Withdrawal Transactions (Refunds) in Credit Card

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.
over 3 years ago in  3 Already exists

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