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AgExpert Accounting Ideas
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Add ATB Business as a banking option. Baffled that it doesn't exist in the list currently.

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12 months ago in Transactions 2 Already exists

Les comptes de TPS et TVQ devraient pouvoir êtres modifiés directement à 50% ou autres sans avoir à le faire pour chacuns des comptes de dépenses, immobilisation et revenus

No description provided
4 months ago in Setup 0

Add snapshot function to cloud based Agexpert accounting

I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...
almost 3 years ago in Other 0

Ability to edit agristability codes

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...
over 1 year ago in Inventory / Setup 4

More Budget features

I would like to be able to do a 12 month budget starting with any month. For example I currently have a budget(projection) for 2024 but would now like to do one for june 1 2024 to may 31 2025. I do not think that function is available.
over 1 year ago in Other 2

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...
about 1 year ago in Reports 0

Transaction Template for General Journal Entries

Allow for improved speed when entering recurring general journal entries that can't be entered as a regular withdrawal or deposit entry. We use these often for any entries related to intercompany transactions.
over 1 year ago in Transactions 0

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
almost 2 years ago in Reports 0 Planned

General notes page would be helpful

It would be nice if there was a place on the business where you could enter notes about the business, like a spot where you could enter Co-op numbers, that type of thing. Like a general synopsis page. For example if something happened to the perso...
about 1 year ago in Other 2

Integrate with Telpay

Printing cheques is simple but taking them to mail takes time. Canada Post goes on strike randomly, too. With Telpay, the money gets to them directly.
4 months ago in Integrations 0