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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  2

Show transaction source in transaction entry screen by date/time stamp

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...
about 2 months ago in Transactions 1

Customizing CNESST frequency

Accounting is only allowing Monthly remittances. It would be good to be able to customize the frequency as needed, quarterly and annually.
5 months ago in Payroll 0

Track inventory adjustments and or report notes as transactions for audit purposes

I had a customer today state that whenever they do an inventory adjustment, they include notes with important details, but the information gets lost because inventory adjustment transactions can't be edited and the notes don't show up in any repor...
about 1 year ago in Inventory / Reports 1

calculate additional deduction as % of gross

When doing SAWP payroll I have to deduct a percentage of the gross payroll. I have to go to employee set up each week and change the deduction amount (which I calculate in an excel spreadsheet) based on their actual pay that week - can you put an ...
7 months ago in Payroll 1

double invoice alert

No description provided
4 months ago in Reports 0

Ability to have a unit value price tied to income accounts

A customer requested this feature because he sells a product or service at the same rate and was hoping we could make it so that if we could assign a unit price to account, so that when you select it it automatically inserts the unit price for you.
about 1 month ago in Accounting - Web 0

General journal - Memorize

Ability to memorize journal entries, useful for recurring things like dividend payouts or manual cca calculations.
7 months ago in Transactions 0

Allow modification of inventory entry

Right now if an error is made during inventory entry the only way to correct it is to do another entry. It would be much better if you could click on the transaction and correct it much like a purchase or sale transaction.
about 5 years ago in  1 Planned

add option to import vendor and client list from an excel file

Since many accounting programs do not migrate into AgExpert it would be helpful to at lease be able to import vendor and supplier lists. Most accounting programs can export these lists to an excel file. If AgExpert were able to import these lists ...
4 months ago in Setup 0