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AgExpert Accounting Ideas
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On behalf of a customer: Drag and Drop to attach receipts.

I wish I could store electronic documents in a transaction entry by drag and drop (like an attachment on an e-mail). Would be super awesome for my electronic receipts to store right with the transaction entry. I would never have to dig through fil...
almost 7 years ago in  3 Shipped

Ability to add payment terms to an Invoice

When printing an invoice for a customer, there is no where in AgExpert to state to our customer the payment terms. Can this not be set up under our Customer Account settings? I want my invoice to the customer to show Net 30 days. Having to hand wr...
about 3 years ago in  0 Shipped

Coordonnées bancaires sur les factures

Ajouter un endroit pour inscrire nos coordonnées bancaires sur les factures afin de faciliter les paiements par transferts bancaires
over 1 year ago in Reports 1 Shipped

Balance Sheet dates

The Balance Sheet report should be able to be generated as at a specific date. Entered this on behalf of a customer. I think/believe this should be considered as a requirement rather than a suggestion if everyone is aligned. When auditing, it is l...
over 6 years ago in  1 Shipped

Invoicing line item mixups

We have a suggestion/request for the invoicing creation part of the program. We find that when we try to open an invoice that was previously created, the lines of the invoice are all unorganized and not in the way the invoice was originally create...
almost 5 years ago in  2 Shipped

Add 5 year comparison reporting and date filters

Notably: -5 year comparison : a user wants to migrate the data to the cloud but still have access to 5 year comparison reporting. -Customers also want to be able to produce a report by a given date/month.
over 7 years ago in  0 Shipped

Ability to have more than one client on one Premium Subscription

I am a professional bookkeeper with numerous clients. Having to subscribe individually for each client will be cost prohibitive. My concern is that even though Ag. Expert Analyst is not going away it will not be developed further. Some of my clien...
over 7 years ago in  1 Shipped

Creating Invoices

I want the system to automatically generate an invoice number when creating a receivable charge for my customer. I shouldn't have to create my own and then have to remember or go back and try to search, what was the last invoice number that I used...
over 4 years ago in  1 Shipped

Tab through the transaction entry window more easily

I have used both the online and desktop version of AgExpert. I like the online version better my only frustration is not being able to tab through everything easily like I could in the desktop version. Especially the fact that I have to click to e...
almost 2 years ago in Transactions 0 Shipped

Changement de page suivante

Ajouter le changement de page en bas de la liste et non pas juste en haut car une fois avoir défilé une liste, on doit remonter en haut de la liste pour effectuer le changement de page suivante
almost 2 years ago in Transactions 0 Shipped