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AgExpert Accounting Ideas
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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.
almost 2 years ago in  1

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
3 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...
3 months ago in Transactions 0

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 ...
over 1 year ago in Reports / Transactions 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.
4 months ago in Reports 0 Planned

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...
12 months ago in Transactions 2

edit screen for pay cheques

Need a easier way to view each employee payroll (benefits and deductions) then flipping between the 2 screens. When you have 20 employees it gets confusing and lost. Analyst system was easier as you reviewed each individual employee then moved to ...
7 months ago in Payroll 1

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...
9 months ago in Other / Transactions 2 Planned

Ability to search many pages of expenses

When searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again
5 months ago in Transactions 1 Already exists