AgExpert Accounting Ideas
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Transaction list next page button
Now that you have changed the transaction list screen to show 50,100,250 items, it would be nice to have a next page link at the bottom of the list.
Created 19 May 17:10
0
56
Vote
A/P and A/R Reports - Total summary, either in reports or on dashboard
Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...
Created 20 Jan 16:17
1
Planned
2
Vote
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
Created 13 May 16:54
0
1
Vote
Bank reconciliation glitching
When adding an entry or modifying an entry in the bank reconciliation, the reconciled amount seems to glitch so you can't balance. It requires leaving the bank reconciliation and when you go back in the reconciled amount corrects itself.
Created 15 May 17:19
0
1
Vote
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...
Created 15 May 14:54
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1
Vote
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...
Created 14 May 19:36
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1
Vote
Save report settings
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...
Created 13 May 23:53
0
1
Vote
calculate additional deduction as % of gross
When doing SAWP payroll I have to deduct a percentage of the gross payroll. I have to go to employee set up each week and change the deduction amount (which I calculate in an excel spreadsheet) based on their actual pay that week - can you put an ...
Created 12 May 13:40
0
1
Vote
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.
Created 12 May 13:38
0
16
Vote
Can we show on the transactions page if a receipt has been attached
Some kind of paperclip or attachment emoji so you can see easily.
Created 29 Jan 19:50
1
Planned
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