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Search from Transaction Screen

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
Guest 10 months ago in Transactions 0

User log report

Customer has several bookkeepers working at once in AgExpert and wanted to know if we had a report that showed all transactions with a user/access log for audit purposes.
Guest about 1 month ago in Accounting - Web 0

Keyboard shortcuts

Please add in keyboard shortcuts for transaction entry, eg. ALT S for saving, ALT C for closing... like we had in Analyst.
Guest 3 months ago in Transactions 1

Calculate financial ratios

Financial ratios are important management tools. All numbers to calculate ratios are currently entered in AgExpert Accounting. Having a calculator in the software would save time and ensure accuracy versus manual calculation.
Guest 6 months ago in Rapports 2 Planned

Ability to scroll through employees under employment detail without having to close and select next employee

Right now to view employee details I have to open the employee, go to employment details or YTD totals and then have to cancel or save to be able to select the next employee, go to employment details or YTD totals, cancel or save again, then selec...
Guest 3 months ago in Paie 2

Transaction entry - + or - button to change date

As per customer: "To who it may concern, To make entering easier a suggestion might be to be able to press “+” or “ –“ {PLUS OR MINUS} in the DATE area. Explain: When I am entering from my credit card statement I can just “+” to advance a day or t...
Guest 2 months ago in Transactions 0

Have the system ask if you are sure you want to cancel or exit an invoice without saving.

I was doing a large invoice (3 pages) with lots of information that needs to be typed, and I accidently hit the cancel button and it closed. There should be a warning for when you accidently hit a button like close without saving or cancel to ensu...
Guest 3 months ago in Transactions 2

Enterprise Split - Percentage report

We would like to be able to print a report to review the entity percentages that have been assigned.
Guest 2 months ago in Rapports 0

Description line when applying credit notes

When a customer has a credit and it is applied, it does not have an option for a description - it just shows an amount. I would like to have the ability to add a description even if it's "credit applied" or something similar to show them what the ...
Guest 3 months ago in Transactions 0

have the date in payroll move to the current date actually have all transactions pages move to the current date

when you open payroll or any transaction page have the date go to the current date
Guest 2 months ago in Accounting - Web 0