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Ability to share read-only

I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...
Guest 5 months ago in Accounting - Web 1

Drag and drop attachments onto transactions

Ability to add an attachment to a transaction page by dragging and dropping it on the webpage (like email) instead of clicking the add button then searching through folders.
Guest about 1 year ago in Transactions 1

Invoices - file name of downloaded invoice should be customers instead of owner

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...
Guest 7 months ago in Transactions 0

Pay Period Start Date

It would be beneficial to include an option for entering the payroll period start date to ensure accuracy and flexibility in processing.
Guest 9 months ago in Paie 4

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 almost 2 years ago in Paie 0

Holding an Invoice until multiple entries are added before sending

Example would be invoicing same client for trucking , multiple loads per day to multiple delivery points. Customer would like 1 invoice twice per month but details on each delivery with price of each delivery separate. Currently create an invoice ...
Guest 4 months ago in Transactions 0

On the inventory Adjustment screen, can you freeze the pane at the top so that you don't have to scroll to the top every time you want to change a commodity

No description provided
Guest over 1 year ago in Stocks 1

Have a person only able to access accounts payable only and no access to financial information

Would benefit owner the company Would be able to hire a data entry person to enter everyday transactions. Repairs bills, utility bills, etc without having access to loans, bank account balances or net worth
Guest 7 months ago in Accounting - Web 0

Capital Asset reporting

When creating a capital asset report for one class, I have to go through and click off all of the other classes first. It would be so much easier if none of them were clicked and I only had to highlight the one I want and then there could be a "cl...
Guest 3 months ago in Rapports 0

Exporting cheques and remittances

Why did the export to PDF disappear for payroll remittance? I was sure I was able to export to PDF the actual cheque from the download screen but that is not an option either. I am sure I exported to PDF for both for May payroll. The June updte ch...
Guest about 1 month ago in Paie 2 Already exists