Add snapshot function to cloud based Agexpert accounting
I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...
In/Ex and cashflow reports - Show month to month filter
I had a few customers request that they want to be able to see their income expenses, either on the reports, or the budget and cash flow tool on a month to month basis.
Ability to auto carry forward cca ending balances to beginning balances
I had a customer request that at the end of the year AgExpert could provide an option for those who wish to carry forward their end CCA balances over as beginning balances.
Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert
I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
Bank reconciliation screen minimize dropdown list of accounts
It would be very helpful if when going to the bank reconciliation screen if the accounts would be name only and the drop down list not be automatically opened. I have unintentionally entered the incorrect account going in and out of this screen be...
When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.
when reconciling a bank, and do the "quick transaction" button, make the default account the bank account being reconciled.
It makes sense - if I am reconciling a bank account and see I missed posting a transaction I clock the transation button and I would expect the account to be the account I am reconciling - this is not the case - Making the default the account bein...
Is there a way to save the report parameters so I don't have to click all the fields every time I want to see the report? Specifically, when I bring up the Trial Balance and then drill down on the bank account. Is there a way for me to save the va...
create a quick "privacy" button where we can hide sensitive information - $ information
QBO has a feature where there is a "lock-unlock" icon - the $ details can be hidden while working. Particularly when I am doing payroll and someone walks in I want the details hidden.