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AgExpert Accounting Ideas
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HST - Easier Way to Turn On

An easier way to activate HST for everything instead of editing each individual account. For example, under the taxes item, an option to turn it on, then being able to edit accounts that do not require it (like insurance) after vs spending time ad...
4 months ago in Integrations 1

Add Cheque number to Transaction

If I put my cheque number in the reference box it prints in the memo line of my cheque. I would like to add a cheque number to all my transactions, not just payroll cheques for future reference and bank reconciliation.
over 3 years ago in  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...
9 months ago in Transactions 0

Save report settings

Is there a way to save the report parameters so I don't have to click all the fields every time I want to see the report? Specifically, when I bring up the Trial Balance and then drill down on the bank account. Is there a way for me to save the va...
9 months ago in Reports 0

Withdrawal transactions should default to expense selection in transaction box

Keyboard flow is not very good when entering transactions. You always need to use the mouse to select 'expense' and then get back to key board. Using the desktop version of the software as a template you could improve a lot of spots. Account also ...
almost 2 years ago in Transactions 1

when enting payable invoices - add vendor terms

Some vendors have different terms and I would like to have my payables show when they are due - i.e. some vendors are 15 days, some 30 and some the end of the growing season- fixed at Nov 30. This would be very helpful
9 months ago in Reports 0

Numéro de facture / Bill number

When we enter an invoice number from a supplier please ensure that we cannot enter the same invoice number in the same supplier. This would avoid duplicate payments. /// Lorsque nous entrons un numéro de facture d'un fournisseur svp faire en sorte...
over 2 years ago in Transactions 0

Being able to edit and add/change serial numbers from capital asset list

Then I do not have to go back into past years and edit transactions that will then possibly have an impact on past reconciliations
almost 2 years ago in Reports 1

Advanced Inventory

Would love to see it displayed with the grades under each heading tabbed in so it sperates better. Also would love to have an option to expand or close each heading all at once. It can get very confusing.
about 1 year ago in Inventory 0

Create a separate remittance slip rather than printing all checked inoives on paycheque stub

See attachment - there are so many invoices on this particular payment that they run into cheque area.
9 months ago in Reports 0