Ideas

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.

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.

Aleop uses this and skips step to have to upload invoices into accounting for review. Everyone would benefit by skipping step.

Similar to AgExpert Analyst, a customer expressed they would like us to add some auto-fill features to the cashflow tool, notably: Auto-fill projections by actual or budget values

SAWP employees - we take a deduction for return transportation which is 10% of GROSS pay. Can you create a deduction as a percentage - it should be possible because EI and CPP are percentage deductions.... THIS WOULD BE IMMENSLEY helpful as curren...

Financial ratios are important management tools. All numbers to calculate ratios are currently entered in AgExpert Accounting. Having a calculator in the software would save time and ensure accuracy versus manual calculation.

In a year we are able to put expenses for a piece of machinery. But when the fiscal year ends those numbers go away and start fresh. It would be nice to be able to have a report shows how much was spent on each piece of machinery in the lifetime o...

Easy to look up invoices

It would be practical and save time, if when you change the year in the drop down that it automatically updated the year in the cheque date boxes to match it.

It's a pain to have to go back and look up the last used. this was a function on analyst not sure why it was removed.