Idées AgExpert Comptabilité

Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...

If I put my cheque number in the reference box it prints in the memo line of my cheque. I would like to add a cheque number to all my transactions, not just payroll cheques for future reference and bank reconciliation.

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...

I would like to be able to choose to (hide) customers, payees, or any accounts in the chart of accounts. My business has evolved over the years and some of the accounts and contacts that were used 15 years ago are not used currently and I would li...

I would like to be able to see at a glance if the invoice has been attached to a transaction. It's rather cumbersome to have to go through each one to see which ones are missing their invoices. Thank you.

It would be nice to be able to address envelopes from the program instead of having to hand write them.

It would be nice to have a list of the all recent transactions in a centralized location (dashboard). It is annoying to have to go into each section (purchases, sales, General Journal) to see what were the last transactions to check if/what has be...

I would like the ability to edit my cheque numbers in payroll after payroll cheques are created (I don't print AgExpert cheques - I prepare my payroll and then electronically transfer the funds, or write paper cheques, depending on employee prefer...

A few customers have requested the ability to copy budget values forward, as this would save them a lot of time each year.

Currently you can't access your transaction templates when importing transactions which doesn't make any sense. Please make the templates usable when importing transactions.