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AgExpert Accounting Ideas
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Notes/Comments Section to show on Invoices

Adding additional notes about the invoice/work done on the invoice. Was nice in AgExpert Analyst
about 1 year ago in Reports 4 Planned

Capital Asset Report - PST combined with Net Asset Cost

Can their be a column where the PST is totaled with the net asset cost as it is in Analyst? That is what is used for income tax purposes for farmers. Have to manually add the totals from the reports or put in excel to adjust.
6 months ago in Reports 0

Ability to EFT funds for payroll

Had a customer request this functionality. He's got 40 migrant workers a season, usually different. Great modern features other software have.
almost 6 years ago in  0 Planned

Ability to change liability account types from liability to loan and vice versa

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...
11 months ago in Setup 0

Inventory Descriptions

There should be a spot added for a description when making an inventory adjustment that will show up on the inventory report. Right now there is a spot for notes but I can't even see where you can ever see the notes you made again. When I do an ad...
about 2 years ago in  1

Transaction list next page button

Now that you have changed the transaction list screen to show 50,100,250 items, it would be nice to have a next page link at the bottom of the list.
6 months ago in Transactions 0 Planned

Memorize report filters based on last used

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...
over 1 year ago in Reports 0

Invoice descriptions on statements

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...
about 1 year ago in Reports 0

General ledger and other reports - Ability to select multiple contacts

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...
9 months ago in Reports 0

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
6 months ago in Transactions 0