Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Showing 52

Add a date range filter under purchases/transactions and sales/transactions

This would make it easier and faster for a user to see transactions entered outside of their current fiscal year selection. Presently you would need to change fiscal years, re-open the transactions, look through, and then flip back, which is espec...
over 4 years ago in  1 Planned

Optional Credit Use instead of mandatory?

I have a few credits with organizations that we save for a specific purpose but every time I try to enter in a transaction it always wants to use the credit and its hard to delete, causing issues and then when you click save the credit amount pops...
almost 3 years ago in  0 Planned

Delete button in bank transaction screen.

I have payroll transactions stuck in bank transaction screen that are already recorded. Can't match them to bank transactions because they are done in two withdrawals at the bank due to transaction limits. They will continuously pop up when cleari...
about 2 years ago in  0 Planned

Larger comment area on invoices as well as ability for invoice template to allow for customer address to be used with window envelopes

We do custom farming, and the ability to provide detail to clients on what they are being billed for is essential. Currently only the blue invoice template allows for larger comment space, but the customer address is not in a place that is compati...
about 3 years ago in  1 Planned

Create Point of Sales and Transaction default accounts

Nice feature to have online is the transaction defaults income and expense accounts,
about 2 years ago in  0 Planned

Module de facturation

il faut un module de facturation avec une liste d'items que nous avoir accès dans la section description. La facturation dans l'application de bureau fonctionnait beaucoup mieux que celle en ligne.
about 1 year ago in  0 Planned

Ability to download payroll into a file

So the file can be uploaded into (TD) bank electronic fund transfers and send directly to employees bank accounts.
over 1 year ago in  1 Planned

Add a drill-down feature to account balances in the chart of accounts

Make it easier to identify balances as you scroll through your accounts. The drill down would open up the g/l report for that account, maybe defaulted to "cash" and the "current fiscal year" filters. If the report could pop-out in a new tab instea...
over 4 years ago in  0 Planned

Ability to automatically add matching in & ex accounts when adding new inventory accounts

Most users who add inventory accounts will also add matching income and expense accounts. I wonder if we can streamline and automate this process a bit to save the user time. Imagine adding a new inventory account and when you hit save you got a m...
over 4 years ago in  0 Planned

Tableau de bord

Bonjour! je remarque que l'onglet Tableau de bord n'est utile que lorsque nous débutons une comptabilité. Pour ceux et celles qui utilisent le logiciel depuis longtemps, ça ne sert à rien. Mon idée serait d'y regrouper des informations utiles. Est...
about 2 years ago in  0 Planned