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Ability to change liability account types from liability to loan and vice versa

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...
Guest over 1 year ago in Configuration 0

Add ATB Business to connectable banks

Will only allow ATB Personal to connect.
Guest 6 months ago in Autre 0

Ability to batch print statements for clients

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...
Guest over 1 year ago in Rapports 0

Easier way to change dates on transactions when mistakes are made

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...
Guest about 1 year ago in Transactions 0

Ability to search many pages of expenses

When searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again
Guest 10 months ago in Transactions 1 Already exists

Invoice descriptions on statements

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...
Guest over 1 year ago in Rapports 0

Ability to search transactions by category like Income or expenses

Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.
Guest about 1 year ago in Transactions 2

Ability to Email Paystubs directly from program.

No description provided
Guest about 4 years ago in  2

liste des fournisseurs

J'aimerais pouvoir imprimer la liste de fournisseurs avec leur coordonnées pour mes registres Canadagap
Julie Vaes 7 months ago in Rapports 0

Can AG Expert look at creating ROEs that can be uploaded or "extracted" by the CRA ROE WEB filing system? Rather than me manually entering the data in the web file system.

No description provided
Guest over 1 year ago in Paie 0