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Accounting - Web

Bank reconciliation screen minimize dropdown list of accounts

It would be very helpful if when going to the bank reconciliation screen if the accounts would be name only and the drop down list not be automatically opened. I have unintentionally entered the incorrect account going in and out of this screen be...
Guest almost 2 years ago in Autre 0

in the receivable charge we need a "Due on the 15th of the month, Or Due on the 31st of month"

When I send out bills i want them to pay by end of Month or on the 15th of every month.
Guest 8 months ago in Accounting - Web 0

Dans le journal des paies quand on fait un changement il ne devrait pas se faire dans les années antérieurs EX je fait un changement en 2022 il ne doit pas apparaitre en 2017

No description provided
Guest 8 months ago in Accounting - Web 1 Already exists

Module de facturation - Description des items de la facture

Bonjour, il manque de possibilité dans la description des biens que l'on doit mettre dans la facture. J'aimerais pouvoir mettre les informations suivantes sur ma facture: -Adresse de facturation du fournisseur -Adresse de livraison -Numéro de réfé...
Guest over 3 years ago in Transactions 0

the option to "pin" a supplier

have the option to "pin" a supplier in the purchase screen so if you are doing multiple invoices for the one supplier you dont have to keep picking them everytime you do each invoice
Guest almost 3 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 over 1 year ago in Transactions 0

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 9 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 9 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 9 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 9 months ago in Transactions 2