All ideas

Presently you need to open transaction in order to reverse it, which is time consuming. It would be more convenient if in the Transactions list windows had a reverse transaction icon at the end of each row, and also allow a user to check multiple ...

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...

It is difficult to see the invoice templates to choose from in Accounting. Can we program it so that if you hover your mouse over one of them a pop-up preview shows up? Thanks

Client would like functionality with transaction entry that would allow for discounts received on invoices to be shown as part of the overall entry.

At the moment you need to click X and then Choose to pick a new bank account. Can we eliminate two clicks and just have a choose button?

I had a customer and her accountant express frustration when comparing a/r and a/p reports, to the general ledger report, specifically in how adjustments to opening balances were not shown on the GL. It would be nice if there was a way to easily s...

I have a customer that has some income accounts they use for services but do not track inventory. We can unlink an asset account from an income account (by selecting a blank option), but we can't do that to measurement units. Can we look into hidi...

It would be nice if the credit card reconciliation printed correctly. It should have an ending credit balance, not debit (if there is a balance payable on the account). There should be o/s payments (not deposits). The reconciled balance does not a...

When importing transactions from a bank statement a client also wants to import the customer/supplier and have AgExpert fill those fields in, if possible.

It would be very useful if in capital assets we could see the audit #'s of the purchases and the sales, so we can easily find those entries if we had to.