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All ideas

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
Guest 8 months ago in Transactions 1

warning before going back a screen in a transaction

It would be great to have a "warning do you want to go back/exit screen" when entering transactions. Multiple times I enter a transaction and with the type of mouse I use (Apple Magic Mouse) I accidentally lose all of my work due to an accidental ...
Guest 8 months ago in Accounting - Web 0

Sending Invoices to multiple people

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
Guest 8 months ago in Transactions 2

Ability to "open in a separate window"

Client uses two monitors and would like to leverage them during his bank rec. to so that he can keep his transactions list open to edit them on the left monitor, while leaving his bank rec. window open on the right monitor. Right now he has to sav...
Guest over 6 years ago in  1 Will not implement

Transactions récurentes

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année
Guest 8 months ago in Transactions 0

Reports > Employee Earnings to date > ADD: ADVANCES DEDUCTED

Currently, the web app does not subtract advances paid from net paid on the Employee to date pay stub report.
Guest 8 months ago in Accounting - Web 1 Already exists

Conversion of units on the fly

For units on a transactions, if the user could select the units, so if the invoice is in MT but the inventory is set up as Bushels, the user can input the MT units and the system calculates the conversion to bushels for the GL detail, rather than ...
Guest over 6 years ago in  0

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
Guest over 1 year ago in Transactions 0

MEMO FOR CHEQUES

Adding the feature to write custom memo's on cheques
Guest almost 6 years ago in  0

the option to "pin" a supplier

have the option to "pin" a supplier in the purchase screen so if you are doing multiple invoices for the one supplier you dont have to keep picking them everytime you do each invoice
Guest over 2 years ago in Transactions 0