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AgExpert Accounting Ideas
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AgExpert Accounting - Web

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Loan summary page needed please

Could you please add a page when you create a loan to display the payment frequency, loan %, loan name. Something like the capital asset page so you can see all the details of a loan in one please.
about 2 months ago in Setup 1

More flexibility in Income Statement/Balance Sheet report

I would like more options in the income statement and balance sheet, especially the option to show a monthly or quarterly report for the selected year.
14 days ago in Reports 2

Ability to add an attachment to an already existing transaction through the app.

There is times where i already have a transaction created and find the receipt later, it would be nice to be able to just add the receipt through the mobile app.
12 days ago in Transactions 1 Planned

STREAMLINING ADDING A NEW SUPPLIER

When adding a new supplier, make the process quicker for the user to enter the information by forcing the format. For example, the format of the postal code is very specific for Canada. X#X#X# - force the criteria - only permit the number and the ...
7 days ago in Transactions 0

Warn if reference number was previously used

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.
6 months ago in Transactions 1

Option d'ajouter les conditions de paiement lors de l'entrée d'une facture à payer

Lors de l'entrée de la facture à payer, entrer les conditions de paiement et automatisation dans le tableau de bord des factures à payer selon leur échéance de paiement
8 days ago in Transactions 0

Setting for "All Year" for T4 Generation

When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...
about 1 month ago in Payroll 2

when start software - default the date to today

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
7 months ago in Transactions 7

Hourly entry for employee vacation, stat holiday and "other".

Analyst allowed us to enter the number of hours taken for vacation, a stat holiday or "other" and Analyst would then apply hourly wage rate to hours taken and generate the dollar amount for the pay cheque. Accounting is making me do the math for t...
17 days ago in Payroll 0

Search from Transaction Screen

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
3 months ago in Transactions 0