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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 516 of 516

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

EFT payment applied to multiple accounts payable

EFTs becoming more popular as a way to pay. The EFT is designed to pay many suppliers with one transaction (one amount goes out of my bank but gets dispersed to many accounts payable). There does not seem to be a way to do this and apply that paym...
3 months ago in Transactions 4

Ability to delete customers or suppliers if no transactions tied

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...
4 months ago in Setup 0

in the receivable charge we need a "Due on the 15th of the month, Or Due on the 31st of month"

When I send out bills i want them to pay by end of Month or on the 15th of every month.
24 days ago in Accounting - Web 0

On your invoices, have a column to show which items are being charged with HST and which are not.

Customers do not know which items are being charged HST
4 months ago in Other 0

Ability to export to GIFI (Turbotax)

An accountant requested that we add a feature that allows users to export their gst, pst and income tax data to a gifi format for easy import into turbo tax.
about 2 months ago in Reports 0

Drag and drop attachments onto transactions

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.
8 months ago in Transactions 1

I'd like to be able to select a date range on reports and not be restricted to a certain fiscal year.

No description provided
over 2 years ago in Reports 2

Batch edit/reversals of Paycheques

Currently you need to click on each Paycheque in order to modify the cheque and re-number it, or to reverse it, which is time consuming if you have 100 cheques to run. We can edit the paycheques to change the cheque number, but that is all. It wou...
5 months ago in Payroll 0

Invoicing from the App

Many customers would love to be able to create invoices from the app. That is their main request.
3 months ago in Transactions 1 Planned