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AgExpert Accounting Ideas
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Retrait

ëtre en mesure de payer 2 fournisseurs sur le même chèque ou retrait
about 8 hours ago in Transactions 0

Invoices - file name of downloaded invoice should be customers instead of owner

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...
23 days ago in Transactions 0

Warn if reference number was previously used

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.
5 months ago in Transactions 0

when start software - default the date to today

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?
6 months ago in Transactions 7

Be able to work across multiple tabs that update when you switch to them.

It would be very useful to be able to have multiple tabs open at the same time. This way when entering information in one tab, if you forget something you can check it out in another tab without closing what you are in and coming back and restarti...
17 days ago in Transactions 0 Already exists

Streamline inputting transactions

We always have to pick from drop down list. Type of transaction only works for first line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if...
3 months ago in Transactions 0

Search from Transaction Screen

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....
3 months ago in Transactions 0

add back excel files as an option for attachments in your transaction

You can no longer upload exel files with your transaction. We used to do this and now we can't . Why would you change that when many invoices that we pay are excel files.
12 days ago in Transactions 1 Planned

Add the ability to add accounts to the COA through journal entry

We cannot currently add accounts to the chart of accounts when entering a journal entry - we should be able to add accounts on the fly through the journal entry as we are able to do that through the withdrawal/deposit function.
5 months ago in Transactions 0

When adding a line in a withdrawal transaction, it would increase efficiency if it would automatically start as an EX line rather than being blank.

This would simply save some clicks. Currently the tab has to be clicked every time, but a typical transaction has multiple expense lines. If it is something different, like a PP, it wouldn't add any time to change it to PP from EX from the time th...
7 months ago in Transactions 0