Accounting - Web

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?

When making a deposit for a customer, they had an incorrect version of the invoice and paid additional that was unneeded. In the deposit you can create a Credit note, but the credit note can only then be used when making another deposit from that ...

It would be nice to have a note section on the dash board. Ie. Things to talk to the accountant at year end Reminders etc

Aleop uses this and skips step to have to upload invoices into accounting for review. Everyone would benefit by skipping step.

I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees

I would like to be able to drill down to transactions from a trial balance on the dashboard

It would save users time and be more efficient if instead of having to hit the enter key to trigger the add a new row button, you could just keep tabbing after a debit or credit column field was filled in.

Customer requesting report that allowsto see custom deduction breakdown on the employee earnings and deductions, instead of a total of all the custom deductions.

Within the transaction report screen for table view, add an option to suppress existing 'heading lines' and 'summary lines" so that this view can be be more readily used within exported Excel worksheets. Current build 2026.3.0.28654 generates a ...

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....