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AgExpert Accounting Ideas
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Ability to delete "Deleted" pending transactions

I can delete unneeded pending transactions but then I have to wait the 90days for them to permanently delete leading to unnecessary clutter after I import transactions from a bank account but cannot filter down to the needed transactions thought t...
28 minutes ago in Transactions 0

List the serial number when selling the capital assets in an invoice

Customer requested the ability to show serial numbers for capital assets sold on invoices.
about 5 hours ago in Accounting - Web 0

When you connect to the bank it updates all accounts - just click the ones you want done

Instead of logging into the banking system four times to update chequing, credit cards, HISA, etc -log in once (after all set up) and check off all accounts and one log in does it. Too repetitive to keep logging in.
about 12 hours ago in Integrations 0

Make Description Field Auto Load/Propulate

Make the description field auto load/populate with the "Supplier Name" (and then it can be overwritten it needed) because otherwise if you leave it blank, when you look on the General Ledger at that transaction there is no description AgExpert Ana...
5 days ago in Transactions 1

Export to PDF

Why is there no easy way to export to PDF? It gives the option for excel, powerpoint, csv and xml, but no PDF like in Analyst it was easy
5 days ago in Reports 4 Planned

Ability to Save Report Preferences

It would be great to have the ability to save our preferred report settings, such as the number of transactions displayed, sorting options, etc., so we don't have to select them each time we run a report. Alternatively, having the program remember...
21 days ago in Reports 0

Report Formatting and Appearance

One feature I really appreciate about AgExpert Analyst is the clean, easy-to-read formatting of its reports. I find that the reports in Analyst have more readable fonts, better spacing, and clearer distinctions between account totals and the next ...
21 days ago in Reports 2

It would be nice to turn off the AgriStability classes as they come up with some transactions.. It was easy to do in AgExpert Analyst as not every farm uses this program.

It is clutter and unnecessary for our operation to see and use this unnecessary feature.
15 days ago in Transactions 1

Accounts Receivable and Accounts Payable Reports

It would be great to have additional reporting options for Accounts Receivable and Accounts Payable, so you can choose between the following (as currently it only gives you detailed reports): Summary Reports – A quick overview of outstanding bal...
21 days ago in Reports 0

Quick Access to Bank Transactions from the Dashboard

It would be helpful to be able to click directly on a bank account from the Dashboard and view its transaction listing, rather than having to navigate through the Reports section. This would make reviewing bank activity much quicker and more conve...
21 days ago in Transactions 0