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Ideas

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Search from Transaction Screen

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....
Guest about 15 hours ago in Transactions 0

Streamline inputting transactions

We always have to pick from drop down list. Type of transaction only works for fist line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if ...
Guest about 15 hours ago in Transactions 0

EFT payment applied to multiple accounts payable

EFTs becoming more popular as a way to pay. The EFT is designed to pay many suppliers with one transaction (one amount goes out of my bank but gets dispersed to many accounts payable). There does not seem to be a way to do this and apply that paym...
Guest 1 day ago in Transactions 0

Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
Guest about 13 hours ago in Transactions 0

UPLOAD INVOICES

I BEGAN USING THE UPLOAD INVOICES - AN EFFORT TO MORE TOWARD PAPERLESS AND SHARED AP RESPONSIBILITY. I am surprise it doesn't populate the vendor name and it defaults to withdrawals, rather than payables - I thought that would be a given - if ther...
Guest about 15 hours ago in Transactions 0

As I customer i want to be able to access the "Connect to Support" from the dashboard

Placing the “Connect to Support” button prominently on the dashboard enhances user experience and operational efficiency. By providing immediate access to assistance, users can resolve issues quickly without navigating through multiple menus, redu...
Guest 5 days ago in Dashboard 0

Pay by direct deposit to employees

It would be nice to be able to pay employees by direct deposit, and have it auto-categorize, like QuickBooks allows. It’s a hassle to write cheques for payroll in today’s day and age, and keeping track of etransfers is not that straightforward or ...
Guest about 1 month ago in Paie 2 Planned

operational benchmarking

cost per a bushel in report. For calculating production bonus on rented land
Guest 14 days ago in Rapports 0

Warn if reference number was previously used

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.
Guest 3 months ago in Transactions 0

when start software - default the date to today

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?
Guest 4 months ago in Transactions 5