Chart of accounts change - Only the "edit button" should bring up "edit account" window
Users with poor internet connection face some serious lag issues when scrolling through the chart of accounts, and at the moment it's really easy to accidently click on a row and bring up the wrong "edit account box". To make it less cumbersome to...
Ability to switch Chart of accounts view from - modern to classic
-Easier for those transitioning from Analyst after years of use; -Scrolling down can be laggy. This would minimizes the need to scroll down, saving time, and it's easier to switch between the account categories;
Currently I need to enter a Receivable Payment then exit and reenter in Deposit for all cash customers to receive an invoice. This is very time consuming when interacting with a high number of customers per day.
When exporting the data to Caseware (for accountants) the detail vendor information does not show up in the caseware reports (like it did with desktop version) - only the bank account - the other accounts the description is blank - vendor detail n...
For example, an RRSP contribution or life insurance contribution that you know occurs on the 25th of each month. Have it entered automatically when the day comes.
Il serait utile d'avoir la charte de compte complète des clients AgExpert incluant les groupes et sous-comptes ainsi que les comptes d'immobilisations, d'inventaires etc.
France Lamonde
almost 3 years ago
in
3
Already exists
Customer requested the ability to have an invoice generate and email to customer on a particular day of each month. She has 30 customers to which she invoices monthly at the end of the month