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Accounting - Web

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Default Tax (GST & PST) for each Contact

I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. Fo...
Guest over 7 years ago in Configuration / Transactions 0

Multiple entries by date under a single supplier.

We have 5 main suppliers, and we do about 300 transactions per year with each. If the platform was set up so we could select a supplier, set a date, enter the 10-20 transactions, and then move onto the next day, it would really help (for people li...
Guest almost 2 years ago in Transactions 0

Save/Memorize different styles of invoices

If someone was operation two business that co-relate to one another and wanted them under the same datafile, but created separate invoices for each company for their customers, it would be ideal to save them both and just select which one you want...
Guest over 7 years ago in Rapports 0 Will not implement

Bank Deposit Worksheet

When doing a bank deposit it would be great to be able to breakdown amounts by customer within a single worksheet. Similar to the current deposit worksheet except for a bank deposit with multiple cheques/customers. Can't really accomplish this wit...
Guest almost 2 years ago in Transactions 0

Link transaction attachments to capital assets

Sending this suggestion on a customers behalf: "Good Morning, Just writing to make a suggestion in your agexpert online program. I really appreciate being able to to download invoices and attach them to the data entry. The only place that falls ap...
Guest about 2 years ago in Rapports 0

Caseware export

When exporting the data to Caseware (for accountants) the detail vendor information does not show up in the caseware reports (like it did with desktop version) - only the bank account - the other accounts the description is blank - vendor detail n...
Guest about 2 years ago in Intégrations 0

Automatic transaction entry

For example, an RRSP contribution or life insurance contribution that you know occurs on the 25th of each month. Have it entered automatically when the day comes.
Guest about 2 years ago in Transactions 0

Avis de paiement au fournisseur

J'aimerais qu'il soit possible d'envoyer un avis de paiement au fournisseur via AgExpert
Guest over 2 years ago in Transactions 0

Ability to setup an auto generating invoice

Customer requested the ability to have an invoice generate and email to customer on a particular day of each month. She has 30 customers to which she invoices monthly at the end of the month
Guest over 2 years ago in Transactions 0

Adding an "are you sure you want to go back a page"

This happens to me quite frequently with AgExpert Accounting (online version). I use a Mac and the mouse has the feature where a slight swipe left will take you back one page on the website which in turn loses the entire transaction you have been ...
Guest over 2 years ago in Transactions 0