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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 493 of 493

Make payments to another customers payable

I would like to be able to make a payment/deposit by one customer to another customer's payable/receivable. This was possible in the desktop version but not now online
4 months ago in Transactions 0

Ability to email receipts into the pending transactions

The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...
6 months ago in Transactions 0

Line for purchase order numbers

currently there is a line for invoice number but no line for customer purchase order number when making a invoice
3 months ago in Setup 0

List of memorized entries and reoccur

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...
9 months ago in Transactions 0

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

Ability to view an invoice without downloading

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
7 months ago in Reports 0 Planned

Customer listing

Would like to have the ability to create a customer listing with address and email. As well as print customer mailing labels like the desktop. We are doing a mail out and we have to go into every customer and get their address not handy.
3 months ago in Reports 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

Invoice templates

I would really like to see some more options on the invoice templates. If for example I use the orange template, I like how my information versus client information lines up, but the colour is a sweet orange, does not go with my logo which is blue...
3 months ago in Other 0

Ability to export tax data to "Turbotax"

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.
about 1 month ago in Accounting - Web / Integrations 0