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AgExpert Accounting Ideas
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Easier way to change dates on transactions when mistakes are made

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...
8 months ago in Transactions 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

Ability to search transactions by category like Income or expenses

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.
9 months ago in Transactions 2

Be able to search transactions by Supplier's name.

No description provided
over 2 years ago in  1

Hour tracking for employees

My guys are able to bank there time. It would be helpful to be able to track hours worked and hours paid separately
4 months ago in Payroll 0

Ability to batch print statements for clients

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...
11 months ago in Reports 0 Planned

Duplicate invoice#/reference Warning

When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.
9 months ago in Transactions 2

Transaction screen - Option to print invoice immediately

This would super time saving for users who enter a lot of receivable charges and print off invoices often. Presently you need to save the entry, then click the 3 dots, then click print invoice. Instead, what if near the bottom right of the transac...
over 1 year ago in Reports 0 Planned

Formatting issue: Commas needed in dollar figures when adding a transaction

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.
10 months ago in Transactions 0 Planned

Ability to print capital assets with serial numbers

we would love this report so we are able to double check serial numbers and just to make sure everything is entered properly
over 3 years ago in  0 Planned