All ideas

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)

Recently I had a customer who accidently entered +200 customer contacts in the wrong business, in their case it was actually a pretty easy mistake to make as both business names are similar. There were 0 transactions tied to the entries and the us...

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

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.

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.

Many customers would love to be able to create invoices from the app. That is their main request.

As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...

Customers do not know which items are being charged HST

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.

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.