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Accounting - Web

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A/P and A/R Reports - Total summary, either in reports or on dashboard

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...
Guest about 1 year ago in Autre 1 Shipped

Saved item descriptions for invoices

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.
Guest 6 months ago in Transactions 0 Shipped

first letter search

under transactions, when searching for a supplier, you have to scroll to find the one you are looking for. Can you add the quick search where if you type a letter it takes you to all suppliers that start with that letter.
Guest 7 months ago in Transactions 1 Shipped

See balance on a payable or receivable when you choose from the with withdrawal screen

In analyst, when making a payable payment, you could see the balance on the payable account when you chose the account from the list. This was helpful in making sure what you were paying was correct and that all your invoices were entered. Same fo...
Guest 3 months ago in Transactions 1 Shipped

Can we show on the transactions page if a receipt has been attached

Some kind of paperclip or attachment emoji so you can see easily.
Guest about 1 year ago in Transactions 1 Shipped

Please provide a universal search function, same as in AgExpert Analyst

I relied heavily on the ability to search all the transactions in our database when I used Analyst, using the edit transaction function. Please add that to Accounting.
Guest over 1 year ago in Transactions 1 Shipped

easier navigation of transaction screen

when in the transaction screen there are a lot of mouse clicks. would be nice if when using the tab function the box you are on was highlighted more and easier to identify where its at or in the case of if its a drop down box it automatically open...
Guest over 1 year ago in Transactions 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...
Guest about 1 year ago in Paie / Rapports 1 Shipped

Transaction screen efficiency- Auto-select account when you hit tab after searching for it

1) Enter a withdrawal transaction. Tab through to the account box 3) Press spacebar to bring up account picker window 4) Type an account number, even if it matches and shows up in the list you have to click on it with the mouse or use the directio...
Guest about 1 year ago in Transactions 2 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)
Guest about 1 year ago in Paie / Rapports 3 Shipped