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

No description provided
Guest 11 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 8 months ago in Transactions 0

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

No description provided
Guest about 1 year ago in Transactions 2 Already exists

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 5 months ago in Transactions 1 Already exists

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

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 10 months ago in Transactions 0

Attach file to bank transfers

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement
Guest almost 3 years ago in Transactions 1

Additional options for supplier/customer default accounts

Add additional ability to default supplier transaction to not only an income/expense account, but to shareholder loan, or an A+/A-/D+/D-/L+/L- account. EX: FCC payments are always Loan interest as well as the L- account. Is there a way to have 2 t...
Guest over 1 year ago in Transactions 1

Keyboard short cuts for saving transaction, etc

In Ag Expert desktop there were a lot of keyboard shortcuts that I found useful instead of tabbing through to the save button, I would like to see a key board short cut and for the other common actions such as loading a saved transaction.
Guest almost 2 years ago in Transactions 1