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Accounting - Web

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Make printed reports look more like the desktop versions as they are spread out too much

When printing the reports they take twice as much paper as what is really necessary. The desktop version ones are much neater.
Guest almost 2 years ago in Rapports 1

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

Ability to edit agristability codes

AgExpert Analyst allowed users to edit the agristability codes and names, as well as delete codes no longer in use. This would help keep the list clean and concise. As well, I have spoken to some customers who said after they migrated their data t...
Guest over 1 year ago in Configuration / Stocks 4

General ledger and other reports - Ability to select multiple contacts

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...
Guest 12 months ago in Rapports 0

Add snapshot function to cloud based Agexpert accounting

I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...
Guest almost 3 years ago in Autre 0

Capital Asset Report - PST combined with Net Asset Cost

Can their be a column where the PST is totaled with the net asset cost as it is in Analyst? That is what is used for income tax purposes for farmers. Have to manually add the totals from the reports or put in excel to adjust.
Guest 8 months ago in Rapports 0

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

General notes page would be helpful

It would be nice if there was a place on the business where you could enter notes about the business, like a spot where you could enter Co-op numbers, that type of thing. Like a general synopsis page. For example if something happened to the perso...
Guest about 1 year ago in Autre 2

HST - Easier Way to Turn On

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...
Guest 4 months ago in Intégrations 1

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
Guest over 1 year ago in Rapports 0 Planned