Trade in and purchase of captial assets with loan creation but no 1st payment.
Please make it so that capital assets can be traded in on a newer ones without having to use general journal entries! So frustrating! A lot of the time we purchase a piece of equipment, trade in our old one for the new one, set up a loan but don't...
Holding an Invoice until multiple entries are added before sending
Example would be invoicing same client for trucking , multiple loads per day to multiple delivery points. Customer would like 1 invoice twice per month but details on each delivery with price of each delivery separate. Currently create an invoice ...
Adding a dashboard to the Accounting app would be useful. It could have some of the same information provided in the dashboard that already exists in the browser such as profitability, accounts payable and accounts receivable. It could also look s...
It would be helpful to have the choice to allow accounts with zero balance in the Trial Balance Report to drill down and see transactions, and know whether everything balances. Right now once an account is zero, you do not see it in the trial bala...
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.
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.
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
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...
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