Idées AgExpert Comptabilité

Transactions - Show current account balance in account picker window besides accounts

I was working with a client recently and we were entering a a series of journal entries. The client had a bunch of duplicate and similar accounts and the only way we could confirm the correct account was by checking the balance. Unfortunately when you pick an account in the transaction or g.j screens it doesn't show you the balance of the account beside the account name and description - so we had to exit, go to the chart of accounts, and repeat each time we weren't sure of something, which was really time consuming. We could have saved a ton of time if we had the current balances there in that window, like on the desktop. I've also had about a dozen people request this to date as well and so I am submitting this suggestion on behalf of them.

  • Guest
  • Feb 28 2020
  • Planned
  • Attach files
  • Admin
    AgExpert Accounting Specialist commented
    29 Jan 21:45

    This will be in the cloud version towards the end of Feb/25. Thank your for sharing your feedback on this!

  • Guest commented
    28 Jan 17:46

    I agree with this suggestion as well. It is the feature I miss the most from the desktop version. There's quite a few reasons it would be helpful, and a major one for me is that while I work on my entries I keep an eye on the balances of those accounts as I enter, which helps me mentally to budget, as well as memorize where we are at $$ with our company. Having to go into the chart of accounts to specifically look at where certain accounts are sitting for $$ values isn't a great way to stay on top of things and doesn't lead to the added bonus of just being a good manager while doing the day to day work.

  • Guest commented
    March 19, 2020 17:26

    I agree with this suggestion, but would also include that I miss that the accounts are not organized with different indent levels indicating sub accounts like the analyst version was