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AgExpert Accounting Ideas
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Reports

Track inventory adjustments and or report notes as transactions for audit purposes

I had a customer today state that whenever they do an inventory adjustment, they include notes with important details, but the information gets lost because inventory adjustment transactions can't be edited and the notes don't show up in any repor...
almost 2 years ago in Inventory / Reports 3 Shipped

Rl1 report - workers comp - Fill boxes 60 to 65

I have spoken with a few QC customers who would very much like to have AgExpert autofill boxes 60 to 65 in the payroll > RL1 report. It would save users time and effort from not having to fill it out manually. It is also not evident which boxes...
over 1 year ago in Payroll / Reports 1 Shipped

Notes/Comments Section to show on Invoices

Adding additional notes about the invoice/work done on the invoice. Was nice in AgExpert Analyst
almost 2 years ago in Reports 4 Shipped

Show all employees who received a paycheque when creating T4s

Show all employees who received a paycheque when creating T4s regardless of their employment status (active, leave, terminated)
over 1 year ago in Payroll / Reports 3 Shipped

Invoice reminders when overdue

Customer would like to see a pop-up option or some sort of reminder when invoices issued are now at 30 days overdue or something that you could enable if you wanted to that would trigger you to send a 30 day overdue notice to your customers.
over 8 years ago in Reports 0 Shipped

Our company name on the pay stubs

An employee was asked to produce a pay stub to the bank but it doesn't tell them who they work for.
about 2 years ago in Payroll / Reports 0 Shipped

Option to print invoice with note/comment section for individual customers

If you needed to make a comment/note to the customer regarding their order you would not have to enter it has a line item.
over 2 years ago in Reports 1 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

Ability to only show reversed entries in purchases or sales transactions

It would make it easier and save time to find a missing entry that was accidently reversed. I had a customer with 20K+ entries and using the reports was very time consuming, the back and forth also made it risky as we had to set the filters each t...
about 3 years ago in Reports 2 Shipped

Include remittance charges in either sales>transactions or purchases>transactions

Presently the only way to look up remittance charges is via the reports, and this can be a pain to rely on when trying to reconcile charges and payments as there is a ton of back and forth, and it's super easy to forget to change the filters every...
about 2 years ago in Reports 1 Shipped