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Transactions

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Payroll - Save Draft feature when creating cheques

"Good afternoon, is there a way to save payroll while in process? I had several transactions entered and needed to change the set up for one employee so I went back and lost all the payroll I entered. "
Guest over 1 year ago in Paie / Transactions 0 Shipped

Changement de page suivante

Ajouter le changement de page en bas de la liste et non pas juste en haut car une fois avoir défilé une liste, on doit remonter en haut de la liste pour effectuer le changement de page suivante
Guest over 1 year ago in Transactions 0 Shipped

A way to identify transactions made by user

If access has been shared it would be nice to identify transactions made by individual users.
Guest 10 months ago in Transactions 1 Shipped

Transaction screen - keyboard entry enhancements

-When you have tabbed over to a row, it is not clear that the "type" box is selected... can we make it highlighted when under selection? -Same thing for the account box... -After tabbing past add a row it seems to loop in circles if you click keep...
Guest almost 2 years ago in Transactions 0 Shipped

saved transactions box not available when using downloaded bank transactions

A lot of transactions could be made automatically when going through the bank downloads.
Guest almost 2 years ago in Transactions 1 Shipped

When converting from the desktop to the online, only 10 templates transferred.

For a large client that has lots of memorized transactions they want all of them to transfer, otherwise, maybe they won't change to the online.
Guest about 1 year ago in Transactions 0 Shipped

Transaction screen - Auto fill unit price

A customer requested an efficiency enhancement for AgExpert for some autocalculation capabilities, for example when you enter a quantity and then the amount that it automatically updates the unit value field, or vice versa. This customer expressed...
Guest about 1 year ago in Transactions 1 Shipped

Tab through the transaction entry window more easily

I have used both the online and desktop version of AgExpert. I like the online version better my only frustration is not being able to tab through everything easily like I could in the desktop version. Especially the fact that I have to click to e...
Guest over 1 year ago in Transactions 0 Shipped

Transaction Templates

I've been kicking around the idea of creating "Transaction Templates" or "Transaction Builders" to assist customers with common transaction entries that cause phone calls in support. This includes capital asset purchases & sales, AgriInvest tr...
Guest almost 8 years ago in Transactions 1 Shipped

As a User I want to be able to see my bank amount when entering transaction under the bank account section

No description provided
Guest over 7 years ago in Transactions 0 Shipped