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AgExpert Accounting Ideas
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Reports

Ability to do balance sheet reports by department or Enterprise reporting

It would be nice to be able to setup up % of ownership of balance sheet accounts (Bank accounts, inventory, general and capital assets, loans...) and run separate BS reports per department.
14 days ago in Reports 0

Customer statement

Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure comple...
about 1 month ago in Reports 1 Already exists

Enterprise Split - Percentage report

We would like to be able to print a report to review the entity percentages that have been assigned.
about 2 months ago in Reports 0

Calculate financial ratios

Financial ratios are important management tools. All numbers to calculate ratios are currently entered in AgExpert Accounting. Having a calculator in the software would save time and ensure accuracy versus manual calculation.
5 months ago in Reports 2 Planned

Ability to pin a detailed income and expense report to top of report list

it would be nice if we could pin a detailed income and expense report to top of report list so don’t have to “REBUILD” it every time I want to look at a detailed report.
about 1 month ago in Reports 0

Total on Enterprise Report

It would be nice to have a total column at the far right of the Enterprise report in order to make it easier to reconcile against the profit and loss report (for those trying to do that).
about 2 months ago in Reports 0

Trial Balance Report

It would be helpful to have the choice to allow accounts with zero balance in the Trial Balance Report to drill down and see transactions, and know whether everything balances. Right now once an account is zero, you do not see it in the trial bala...
5 months ago in Reports 0

Default Reports to sort by date

As an accountant, I generally want reports sorted by date rather than transaction number. It would also be nice if users can set-up their own defaults for reports
about 1 year ago in Reports 1

Sum Totals in GL reports

I would like the GL report to sum totals for the various columns when I pull them. This would be the quantity column, the debit, and the credit column. It would be nice to be able to see at a glance the totals instead of having to export to excel ...
8 months ago in Reports 0

I'd like to be able to select a date range on reports and not be restricted to a certain fiscal year.

No description provided
about 3 years ago in Reports 2