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Accounting - Web

A hot key to move you into account window when starting a new row in a transaction entry.

It would save time if there was a hot key to move cursor into account window after creating a new row in a transaction. Currently you have to use mouse to move into account window after new row is created. I have called support and been told a hot...
Guest about 1 month ago in Transactions 0

Date Range for Transaction Search

The 'New Transaction Search' tab is very useful, however it lacks one thing that would be very helpful. That is to be able to search transactions over multiple fiscal years. Is this update coming? Do other people see the need for this as well?
Guest 3 months ago in Transactions 2

Allow us to change date once we start payroll process in case we make mistake without having to completely reverse it out

Sometimes you make mistake and it takes forever to delete out and start over with over 20 employees
Guest about 2 months ago in Paie 0

Ability to do balance sheet reports by department or Enterprise reporting

It would be nice to be able to setup up % of ownership of balance sheet accounts (Bank accounts, inventory, general and capital assets, loans...) and run separate BS reports per department.
Guest 15 days ago in Rapports 0

Customer statement

Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure comple...
Guest about 1 month ago in Rapports 1 Already exists

can you add a button from the aged payables report that would take us directly to the withdrawal page? I use the aged ap report when I pay bills and it would be so handy if I could click a "pay now" button.

We have to back out of the report and go into purchases to pay a vendor, then close purchases, go back to generat the aged AP report and do it again - I do this everal times a session - a "pay now" button would be great - quick ling to the withdra...
Guest about 2 months ago in Transactions 0

Notes

It would be nice to have a note section on the dash board. Ie. Things to talk to the accountant at year end Reminders etc
Guest about 2 months ago in Accounting - Web 0

User log report

Customer has several bookkeepers working at once in AgExpert and wanted to know if we had a report that showed all transactions with a user/access log for audit purposes.
Guest 21 days ago in Accounting - Web 0

Enhance table view within transaction report to improve excel usability of resulting data table.

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 ...
Guest about 1 month ago in Transactions 0

Credits created by a customer overpayment should be visible when dealing with payables from same customer as supplier

When making a deposit for a customer, they had an incorrect version of the invoice and paid additional that was unneeded. In the deposit you can create a Credit note, but the credit note can only then be used when making another deposit from that ...
Guest about 1 month ago in Transactions 0