Setup

currently there is a line for invoice number but no line for customer purchase order number when making a invoice

Since many accounting programs do not migrate into AgExpert it would be helpful to at lease be able to import vendor and supplier lists. Most accounting programs can export these lists to an excel file. If AgExpert were able to import these lists ...

I am am accountant and several years ago I changed all my account numbers to match CRA account numbers for corporations (ie fertilizer is 9662). This makes is it easy to relate to Schedules on tax returns for clients. If they see fertilizer as cod...

I had a customer request that at the end of the year AgExpert could provide an option for those who wish to carry forward their end CCA balances over as beginning balances.

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...

Many vendors are the same for each customer. Would be nice to be able to have a supplier list and be able to import into another file. (This would be a feature for accountants/bookkeepers) as every file has the same vendors that need to be Keyed m...

Sometimes there are old capital assets with transaction history that remain on a set of books but are no longer in possession, for whatever reasons. Some ideas to improve the overall user experience: 1) Ability to show/hide capital assets, or mark...

AgExpert Analyst allowed users to edit the agristability codes and names, as well as delete codes no longer in use. This would help keep the list clean and concise. As well, I have spoken to some customers who said after they migrated their data t...

I had a customer today request that, like Analyst used to have, we have an option under business information>payroll taxes, that allows users to separate pst paid to the pst paid account instead of being rolled into expenses.