Work with Hubdoc and/or receipt bank for receipt and transaction the transfers
receipts can be scanned, emailed or retrieved from various suppliers and then transferred directly into the software. This eliminates the data entry for many users
For accountants to be able to set up a password for a specific date to stop their clients from making back dated entries into a previous fiscal year where their accountant has already done Year End adjustment entries for them
Make it possible to reconcile and transfer to operating line (Liability-loan acct)
I like to keeep a monthly up to date balance on my operating line for my bookkeeping. The only way to do this currently is to add operating line as credit card acct which it is not (although it has revolving credit like a credit card)
Ability to change account range numbers on categories in the chart of accounts.
The preset account categories are great for someone starting new or moving from analyst, but if you are moving from another program and keeping those account numbers the categories don't align (Ex. Canola Sales in Trucking Income section). It woul...
It would be beneficial if the deductions added to an employee profile always appeared in the same order. Useful for cross referencing and double checking. Currently they seem to randomize, even if you initially add them in the same order on the pr...
Create a form where, if a company starts using AgExpert in the middle of the year, you can add opening YTD numbers for each of the employees or use an import feature just for employee records.
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