Accounting - Web

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...

An accountant requested that we add a feature that allows users to export their gst, pst and income tax data to a gifi format for easy import into turbo tax.

As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...

I had a customer today state that whenever they do an inventory adjustment, they include notes with important details, but the information gets lost because inventory adjustment transactions can't be edited and the notes don't show up in any repor...

You can no longer upload exel files with your transaction. We used to do this and now we can't . Why would you change that when many invoices that we pay are excel files.

When setting the historic charges for a/r or a/p, it would be useful if when you see the list of contacts it showed the balances beside their names, so we could easily see which contacts have had their charges set and for how much in total.

I Notice we have Current Assets and Fixed assets. I would like to add "Other Assets" but the program does not allow to add a header account. Would be nice to have that option again, as we have it in Analyst

It would be really nice if there was an option to clear old payables or receivables in the next fiscal. Often the accountants post entries on the GJ that don't jive with current payables or receivables so I have outstanding from years back and no ...

I would like to be able to make a payment/deposit by one customer to another customer's payable/receivable. This was possible in the desktop version but not now online

When I send out bills i want them to pay by end of Month or on the 15th of every month.