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Transactions

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Easier way to change dates on transactions when mistakes are made

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...
Guest 11 months ago in Transactions 0

Ability to search transactions by category like Income or expenses

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.
Guest 12 months ago in Transactions 2

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
Guest 9 months ago in Transactions 2 Planned

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
Guest 6 months ago in Transactions 0

Have reverse transactions happen in the background and only see in a specified Audit Trail.

If you could have the reverse transactions happen in the background and just have an Audit Trail that would keep track of that, so we do not need to have all those reversed transactions showing up in bank reconciliations, etc..
Guest 3 months ago in Transactions 1 Already exists

Add ATB Business as a banking option. Baffled that it doesn't exist in the list currently.

No description provided
Guest 11 months ago in Transactions 2 Already exists

Transaction Template for General Journal Entries

Allow for improved speed when entering recurring general journal entries that can't be entered as a regular withdrawal or deposit entry. We use these often for any entries related to intercompany transactions.
Guest over 1 year ago in Transactions 0

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
Guest 9 months ago in Transactions 0

Withdrawal transactions should default to expense selection in transaction box

Keyboard flow is not very good when entering transactions. You always need to use the mouse to select 'expense' and then get back to key board. Using the desktop version of the software as a template you could improve a lot of spots. Account also ...
Guest almost 2 years ago in Transactions 1

Numéro de facture / Bill number

When we enter an invoice number from a supplier please ensure that we cannot enter the same invoice number in the same supplier. This would avoid duplicate payments. /// Lorsque nous entrons un numéro de facture d'un fournisseur svp faire en sorte...
Guest over 2 years ago in Transactions 0