Setup

Could you please add a page when you create a loan to display the payment frequency, loan %, loan name. Something like the capital asset page so you can see all the details of a loan in one please.

When initially setting up AgExpert as a user, I would suggest that a category for Apiculture (Beekeeping) would be useful to my subset of users so that we could hit the ground running with a predetermined chart of accounts, etc., for our community...

Recently I had a customer who accidently entered +200 customer contacts in the wrong business, in their case it was actually a pretty easy mistake to make as both business names are similar. There were 0 transactions tied to the entries and the us...

As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...

I Notice we have Current Assets and Fixed assets. I would like to add "Other Assets" but the program does not allow to add a header account. Would be nice to have that option again, as we have it in Analyst

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.