AgExpert Accounting Ideas

When you click on bank reconciliations it would be nice to have the accounts collapsed by default so that you do not have to scroll way down to find the account you want.

Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)

It would be helpful to be able to leave an invoice open when you are doing custom work for example. You can keep adding charges as you complete jobs for the customer until you are ready to finalize the invoice and send it.

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.

I would really really like to have the option of uploading a file instead of taking a photo to attach to a transaction, and to have the option of doing this from a desktop instead of having to use the mobile app. Having multiple pages, and a clear...

Il est fréquent d'avoir des remboursements de pièces d'équipement, d'Intrants ou autre. Hors nous voulons les sortir de notre comptabilité pour générer les vrais chiffre et non pas les mettre dans une note de crédit du fournisseur ou du client. Se...

On the transaction list pages, having a check mark (maybe on far right side) to indicate that this transaction has been included in a bank reconciliation.

When exporting ledger detail from AgExpert Accounting (web) to excel format, the dates are exported as, for example “Apr 11 2023”, which is basically useless for being able to use the date in excel unless you want to sort by month alphabetically. ...

Users want to be able to press the ellipsis button and select reverse, instead of having to go into the transaction first. Saves time. A few people have said it is frustrating the way it is now.

Click on a specific chart of accounts and print/see what transactions make up the balance.