Transactions

I would like to be able to drill down to transactions from a trial balance on the dashboard

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.

J'ai fait l'acquisition d'un planteur en 2025. En 2026 j'ai ajouté des unités de précision; j'aimerais pouvoir ajouter ces unités sur le planteur créé en 2025 dans AgExpert. Il serait souhaitable de pas créer un immo "unité de précision" puisque l...

Within the transaction report screen for table view, add an option to suppress existing 'heading lines' and 'summary lines" so that this view can be be more readily used within exported Excel worksheets. Current build 2026.3.0.28654 generates a ...

Please add in keyboard shortcuts for transaction entry, eg. ALT S for saving, ALT C for closing... like we had in Analyst.

can you please have a setting where I can choose "use the current date" or" use the date I previously used” today I went to do a paycheck. And I chose that the pay period ending was today's date. August 5. But for some reason they put the check da...

We always have to pick from drop down list. Type of transaction only works for first line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if...

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...

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 ...

I would like to see column added to the "receivables" and "Payables" pages that indicate if a payment has been applied to them, without having to pull up a report every time. It could be a simple check mark or something.