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AgExpert Accounting Ideas
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Ability to import data from Simply Accounting

I have had a few customers lately that have requested a tool to import data from Simply Accounting (known as Sage50 now). Ideally chart of accounts and contacts from a csv format.
6 months ago in Other 0

Have a "flag" option for ask my accountant

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
10 months ago in Transactions 0 Planned

Allow negative Withdrawal Transactions (Refunds) in Credit Card

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.
over 3 years ago in  4 Already exists

Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
8 months ago in Reports 0 Planned

Transaction search abilities and other things

I love the program still, however trying to get used to this new look has been rather cumbersome. I miss the ability to view the transactions quickly and SEARCH THEM while putting through another transaction. The previous setup on the computer sof...
over 2 years ago in  1

Rl1 report - workers comp - Fill boxes 60 to 65

I have spoken with a few QC customers who would very much like to have AgExpert autofill boxes 60 to 65 in the payroll > RL1 report. It would save users time and effort from not having to fill it out manually. It is also not evident which boxes...
8 months ago in Payroll / Reports 1 Planned

Customer & Supplier Report Listing

Would be convenient if we could print a customer or supplier listing that compiled their information (name, address, phone#, email, etc.) all into an excel spreadsheet. Instead of having to go through each one individually.
7 months ago in Reports 0

Box 85 on T4's

Needing Health Benefits contributions to show up in Box 85 on T4
9 months ago in Payroll / Reports 0

Invoices - Ability to change font sizes

Invoices - Ability to change font sizes
9 months ago in Reports 0

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
6 months ago in Transactions 2 Planned