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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 516 of 516

Sending Invoices to multiple people

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
about 1 month ago in Transactions 2

Invoice and statment with late payment interest added

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...
over 1 year ago in Reports / Transactions 1

General journal - Memorize

Ability to memorize journal entries, useful for recurring things like dividend payouts or manual cca calculations.
10 months ago in Transactions 0

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.
4 months ago in Reports 0

Bank Rec "new transaction" should auto-populate to the bank account you're reconciling.

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.
over 1 year ago in Transactions 1 Planned

Transactions récurentes

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année
about 1 month ago in Transactions 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
about 2 months ago in Accounting - Web 0

Filter Option in the Capital Asset Report

Would it be possible to add a filter option to sort by Class right in the software?
3 months ago in Reports 0

add option to import vendor and client list from an excel file

Since many accounting programs do not migrate into AgExpert it would be helpful to at lease be able to import vendor and supplier lists. Most accounting programs can export these lists to an excel file. If AgExpert were able to import these lists ...
6 months ago in Setup 0

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...
5 months ago in Other 0