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Accounting - Web

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A way to identify transactions made by user

If access has been shared it would be nice to identify transactions made by individual users.
Guest 7 months ago in Transactions 1 Shipped

Bank reconciliation glitching

When adding an entry or modifying an entry in the bank reconciliation, the reconciled amount seems to glitch so you can't balance. It requires leaving the bank reconciliation and when you go back in the reconciled amount corrects itself.
Guest 7 months ago in Autre 2 Shipped

Transaction screen - keyboard entry enhancements

-When you have tabbed over to a row, it is not clear that the "type" box is selected... can we make it highlighted when under selection? -Same thing for the account box... -After tabbing past add a row it seems to loop in circles if you click keep...
Guest over 1 year ago in Transactions 0 Shipped

Ability to hide accounts on budget tool

As per customer: "I have several accounts for equipment that we have sold and therefore no longer track expenses or set up a budget. I do not seem to be able to delete the accounts due to historic transactions (these equipment accounts have not ha...
Guest 10 months ago in Autre 1 Shipped

Transaction screen - Auto fill unit price

A customer requested an efficiency enhancement for AgExpert for some autocalculation capabilities, for example when you enter a quantity and then the amount that it automatically updates the unit value field, or vice versa. This customer expressed...
Guest 11 months ago in Transactions 1 Shipped

Tab through the transaction entry window more easily

I have used both the online and desktop version of AgExpert. I like the online version better my only frustration is not being able to tab through everything easily like I could in the desktop version. Especially the fact that I have to click to e...
Guest about 1 year ago in Transactions 0 Shipped

Format de facture personalisé

Il serait intéressant de pouvoir personnaliser nos factures de vente
Julie Vaes about 1 year ago in Configuration 0 Shipped

Multiple users in a file at one time

In our office there are 2-3 people in our bookkeeping program at one time. Currently AgExpert does not allow this functionality.
Guest over 7 years ago in Autre 1 Shipped

Transaction Templates

I've been kicking around the idea of creating "Transaction Templates" or "Transaction Builders" to assist customers with common transaction entries that cause phone calls in support. This includes capital asset purchases & sales, AgriInvest tr...
Guest over 7 years ago in Transactions 1 Shipped

Ability to add custom deduction amounts in employee setup

I have a customer with many seasonal workers that have a custom deductions for housing. It's always $30 for each person. If we could allow users to enter an amount in the employee setup screen for this deduction, it would save a lot time, as prese...
Guest over 1 year ago in Paie 1 Shipped