Bank rec- Ability to sort columns and be able to click on an entry to bring it up to edit it
A customer expressed frustration using our bank rec tool. They were previously using Analyst. When they switched to Accounting they noticed a few things that really hampered their workflow. 1) The first is that they need all columns to be sortable...
When changing percentages for Enterprises, it should only change in year adjustment made not previous years.
as at Jan 6, 2023 using Ag-Expert using version 2023-01-01 when you change the percentage for enterprises it affects all past years records making the computer files inaccurate when checking back previous years, thus all accounting records are ina...
Ability to show/hide contacts, and delete new unused contacts
Ability to show/hide contacts, and delete new unused contacts. Presently we cannot do delete or hide them. Passing this on to our development team as per customer feedback.
Bank Reconciliation - Option to display previously cleared
Would like to see an option to see previously cleared items on the bank reconciliation page. Sometimes it looks like an item is missing if you don't recall it had been previously cleared.
Under preferences, it would be a handy choice to remove terminated employees to a separate file, so that I don't have a reminder of all the stuff they broke, etc.
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