It would be more practical and save users time if when adding a new row when entering a withdrawal that it defaults to expense. It's almost always for an expense.
General journal - Ability to add an account on the fly
If you proceed to enter a long journal entry, realize an account needs to be added, you have to exit everything and go to chart of accounts to add it. It would save time and improve the user experience if you could add an account on the fly.
In the desktop version the description line was automatically populated with the supplier or customer name and could be added to or amended if needed. I would like to see that in the online version.
The ability to type continuously as a filter is available in all search bars throughout Accounting software EXCEPT in the transaction template window. I have over 100 templates, and this lack of a feature could be the point where I go back to my o...
If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.
I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
Be able to select a transaction from my bank statement upload and match it to my scanned receipt from accounting app
I really like the accounting app for scanning receipts and would like to be able to Match those to my uploaded statements or connected bank accounts. I'm running into most of the issues with credit card transactions because the dates don't line up...
1
Planned