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AgExpert Accounting Ideas
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Drag and drop attachments onto transactions

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.
about 1 year ago in Transactions 1

Invoices - file name of downloaded invoice should be customers instead of owner

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...
6 months ago in Transactions 0

Holding an Invoice until multiple entries are added before sending

Example would be invoicing same client for trucking , multiple loads per day to multiple delivery points. Customer would like 1 invoice twice per month but details on each delivery with price of each delivery separate. Currently create an invoice ...
4 months ago in Transactions 0

Can AG Expert look at creating ROEs that can be uploaded or "extracted" by the CRA ROE WEB filing system? Rather than me manually entering the data in the web file system.

No description provided
almost 2 years ago in Payroll 0

On the inventory Adjustment screen, can you freeze the pane at the top so that you don't have to scroll to the top every time you want to change a commodity

No description provided
over 1 year ago in Inventory 1

Capital Asset reporting

When creating a capital asset report for one class, I have to go through and click off all of the other classes first. It would be so much easier if none of them were clicked and I only had to highlight the one I want and then there could be a "cl...
3 months ago in Reports 0

Have a person only able to access accounts payable only and no access to financial information

Would benefit owner the company Would be able to hire a data entry person to enter everyday transactions. Repairs bills, utility bills, etc without having access to loans, bank account balances or net worth
7 months ago in Accounting - Web 0

Exporting cheques and remittances

Why did the export to PDF disappear for payroll remittance? I was sure I was able to export to PDF the actual cheque from the download screen but that is not an option either. I am sure I exported to PDF for both for May payroll. The June updte ch...
about 1 month ago in Payroll 2 Already exists

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...
over 1 year ago in Transactions 0

Batch edit/reversals of Paycheques

Currently you need to click on each Paycheque in order to modify the cheque and re-number it, or to reverse it, which is time consuming if you have 100 cheques to run. We can edit the paycheques to change the cheque number, but that is all. It wou...
11 months ago in Payroll 1