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Accounting - Web

Create a Duplicate/Create a Copy option

It can be a quick and easy way to be able to create copies of invoices or expenses without having to use the template feature.
Guest almost 3 years ago in Transactions 0

To be able to use tax codes for other provinces that your business buys from or sells to.

When setting up your business information, you should be allowed to pick which provinces that you do business in, so the proper taxes are used. For example in my case my farm is in Quebec but we border Ontario. All the farm dealers are in Ontario,...
Guest over 3 years ago in Transactions 1

Cancel button verification

transaction screen - add a verification step to the cancel button.. or move the button into a different space. Currently, it is too easy to hit the button by mistake when adding a line.
Guest over 2 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 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

Transactions récurentes

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année
Guest 9 months ago in Transactions 0

Reports > Employee Earnings to date > ADD: ADVANCES DEDUCTED

Currently, the web app does not subtract advances paid from net paid on the Employee to date pay stub report.
Guest 9 months ago in Accounting - Web 1 Already exists

Clean up the excel and csv reports to use fewer columns. The current format is difficult for trial balance and income and expense.

No description provided
Guest over 1 year ago in Rapports 0

Collaborate with Auto Entry, Dext etc.

would be beneficial to be able to streamline entries with the help from popular third party apps.
Guest over 2 years ago in Intégrations / Transactions 0