Idées AgExpert Comptabilité

it would be super useful to have an overview screen with account balances and recent transactions so that things are easily accessible to have a quick recap when signing back in.

Not sure exactly where to begin, but a more concise summary of actual cash flows in and out monthly for the past 5 years or so would be helpful at a glance for planning current year cash flows.

For example, an RRSP contribution or life insurance contribution that you know occurs on the 25th of each month. Have it entered automatically when the day comes.

Right now if an error is made during inventory entry the only way to correct it is to do another entry. It would be much better if you could click on the transaction and correct it much like a purchase or sale transaction.

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.

Il serait utile d'avoir la charte de compte complète des clients AgExpert incluant les groupes et sous-comptes ainsi que les comptes d'immobilisations, d'inventaires etc.

Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!

I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...