All ideas

Memorized Entries for simple hydro bills to complicated multi lined entries

Similar to AgExpert Analyst, we need to add the ability to pay off multiple invoices in an RP or PP line at once. Having a separate line for each invoice when it's the same contact is very frustrating.

I wish I could store electronic documents in a transaction entry by drag and drop (like an attachment on an e-mail). Would be super awesome for my electronic receipts to store right with the transaction entry. I would never have to dig through fil...

We have a suggestion/request for the invoicing creation part of the program. We find that when we try to open an invoice that was previously created, the lines of the invoice are all unorganized and not in the way the invoice was originally create...

The Balance Sheet report should be able to be generated as at a specific date. Entered this on behalf of a customer. I think/believe this should be considered as a requirement rather than a suggestion if everyone is aligned. When auditing, it is l...

Presently you need a mouse to enter a transaction. I have several power users request we allow full keyboard functionality for make it faster to enter transactions. Presently you can only hit tab and space bar on certain items on the screen, not a...

The item does not keep the order it was entered, if you print it.

I want the system to automatically generate an invoice number when creating a receivable charge for my customer. I shouldn't have to create my own and then have to remember or go back and try to search, what was the last invoice number that I used...

Notably: -5 year comparison : a user wants to migrate the data to the cloud but still have access to 5 year comparison reporting. -Customers also want to be able to produce a report by a given date/month.

I am a professional bookkeeper with numerous clients. Having to subscribe individually for each client will be cost prohibitive. My concern is that even though Ag. Expert Analyst is not going away it will not be developed further. Some of my clien...