AgExpert Accounting Ideas

Add template option for journal entry/Ajouter la possibilité de créer des modèles pour les écritures de journal.

Customer is starting to use AgExpert Accounting and wants to be able to upload purchase orders recorded on a spreadsheet into AgExpert Accounting. This is to verify the order has been picked up and invoiced correctly.

I have payroll transactions stuck in bank transaction screen that are already recorded. Can't match them to bank transactions because they are done in two withdrawals at the bank due to transaction limits. They will continuously pop up when cleari...

In the desktop AgExpert Analyst version, in the "new transaction" screen, the Reference field had a drop down menu with commonly entered terms, and the field would auto-populate if you started typing one of your commonly used terms. That was a ver...

Nice feature to have online is the transaction defaults income and expense accounts,

when efiling it is handy to have the CRA #'s on the top of the printed forms for reference

would it be possible to split the payment method between two accounts ie: when you have a gift card (cash on hand account) and put the balance of invoice on CC

It would make it easier and save time to find a missing entry that was accidently reversed. I had a customer with 20K+ entries and using the reports was very time consuming, the back and forth also made it risky as we had to set the filters each t...

I have a few credits with organizations that we save for a specific purpose but every time I try to enter in a transaction it always wants to use the credit and its hard to delete, causing issues and then when you click save the credit amount pops...

The software uses CCA (capital cost allowance) which is a tax basis. However accounting amortization/depreciation can be different from tax amortization. The software should consider this and provide options to calculate both.