Ideas

Customer would like to see a pop-up option or some sort of reminder when invoices issued are now at 30 days overdue or something that you could enable if you wanted to that would trigger you to send a 30 day overdue notice to your customers.

See attachment - there are so many invoices on this particular payment that they run into cheque area.

It would be useful if loan balances were displayed in the Sales/Withdrawal screens when making a Loan Payment/Addition. Perhaps it could go in the 'Detail' column, like it appears with Accounts Payable.

I would like to be able to pull the windows inside Ag Expert over time another screen. Report come up on a second screen but it would be nice to move the bank etc to a second screen.

Printing cheques is simple but taking them to mail takes time. Canada Post goes on strike randomly, too. With Telpay, the money gets to them directly.

Presently you need to go to the chart of accounts and edit the cca class to change the fair market value (FMV). It is a bit tricky to find. Can we make it easier to update, and have the fmv field available under capital assets when editing individ...

it would be helpful and save time if viewing preference could be saved rather than it always defaulting back to 50 items and by audit #

Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)

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...

On the transaction list pages, having a check mark (maybe on far right side) to indicate that this transaction has been included in a bank reconciliation.