All ideas

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;...

I want to be able to sort by invoice number when entering Receivable payments. It seems that Audit numbers are very important to this program and I don't know many bookkeepers who know transaction or look for transactions by audit number.

In Analyst there was an edit inventory details so if you missed entering a commodity grade you could enter it!

When viewing a Withdrawl or Deposit entry, and clicking on the paperclip to see the attached Receivable or Payable Charge transaction, you can't see the details of the charge when clicking on the transaction number hyperlink. Sometimes, account de...

I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.

Presently you have to press download invoice, then open the pdf and then print the invoice, and I had a few customers request the ability to hit the 3 dots and quickly print an invoice directly.

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.

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...

Would it be possible to add a filter option to sort by Class right in the software?