AgExpert Accounting Ideas

It would be nice to attach files to bank transfers. Fore example when you pay a credit card and do the bank transfer to be able to attach a copy of the statement

the ability to add a transaction or edit a transaction when you are doing you bank reconcilation would simplify and and make the reconcilation prosses quicker

If there is a transaction showing up on a bank rec screen that requires editing, I want to click on the transaction from that window and correct it, rather than closing the bank rec screen and finding the transaction, fixing it and coming back in.

It would help Francophone customers fully enjoy the different functionalities of the programme

Create a form where, if a company starts using AgExpert in the middle of the year, you can add opening YTD numbers for each of the employees or use an import feature just for employee records.

If someone goes to edit or reverse reconciled transactions, there should be a specific warning stating it is a reconciled transaction, otherwise, a person needs to redo the reconciliation or reverse the reconciliation before you can delete the tra...

In most reports, like income and expense or balance sheet, we can click on a line item to see the detailed transactions behind each total. Can you please add this functionality to the T1163? We need detailed reporting both to justify our numbers t...

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

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.

it would be super useful to have an overview screen with account balances and recent transactions so that things are easily accessible to have a quick recap when signing back in.