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Accounting - Web

Advanced Inventory

Would love to see it displayed with the grades under each heading tabbed in so it sperates better. Also would love to have an option to expand or close each heading all at once. It can get very confusing.
Guest over 1 year ago in Stocks 0

General journal screen - Auto-calculate out of balance difference

It would be a much better user experience if the journal screen showed what you were out of balance by instead of forcing the user to calculate manually.
Guest over 1 year ago in Transactions 1

Ability to create a quote

Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!
Guest almost 3 years ago in Transactions 1

ability for marketing advisors to only see inventory

The ability for our grain marketing person to have access to AgExpert but only see the inventory - not the loans, assets and other expenses.
Guest 7 months ago in Autre 0

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
Guest 7 months ago in Transactions 1

warning before going back a screen in a transaction

It would be great to have a "warning do you want to go back/exit screen" when entering transactions. Multiple times I enter a transaction and with the type of mouse I use (Apple Magic Mouse) I accidentally lose all of my work due to an accidental ...
Guest 7 months ago in Accounting - Web 0

Sending Invoices to multiple people

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
Guest 7 months ago in Transactions 2

Ability to copy budgets forward

A few customers have requested the ability to copy budget values forward, as this would save them a lot of time each year.
Guest almost 3 years ago in Autre 0

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 almost 2 years ago in Transactions 1

Transactions récurentes

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année
Guest 7 months ago in Transactions 0