All ideas

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...

Customers deposit multiple cheques at the same time, not always from one customer. To keep the paper trail consistent with bank reconciliation customers would like this feature enabled. You are currently restricted on one customer and their receiv...

we would love this report so we are able to double check serial numbers and just to make sure everything is entered properly

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

This would super time saving for users who enter a lot of receivable charges and print off invoices often. Presently you need to save the entry, then click the 3 dots, then click print invoice. Instead, what if near the bottom right of the transac...

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.