All ideas

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...

Please make it so that capital assets can be traded in on a newer ones without having to use general journal entries! So frustrating! A lot of the time we purchase a piece of equipment, trade in our old one for the new one, set up a loan but don't...

Customer requested the ability to hide reversals on earnings and deductions report, so when he gives the report to his employee it looks more professional.

Create a cash flow report where you could see the "actual" and "projected" on the same report

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...

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.

I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.

Would it be possible to add a filter option to sort by Class right in the software?

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;...

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.