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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 541 of 541

Have an email address for invoices to be emailed to. Suppliers email invoices goes directly into transactions for review

Aleop uses this and skips step to have to upload invoices into accounting for review. Everyone would benefit by skipping step.
9 days ago in Transactions 0

transaction screen

In transaction screen RP PP EX Deposit , at the add new line option the TYPE drop down selection , I can't see why it can't default to the type of transaction Example Withdrawal should default to EX on all new lines added the deposit screen as wel...
3 days ago in Transactions 1 Planned

Cashflow - auto fill features

Similar to AgExpert Analyst, a customer expressed they would like us to add some auto-fill features to the cashflow tool, notably: Auto-fill projections by actual or budget values
10 days ago in Reports 0

Add a file cabinet to hold invoices from each supplier for the year along with the invoice being held in transaction

Easy to look up invoices
9 days ago in Other 0

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.
2 months ago in Setup 1

Prepopulated description on purchases and sales

In the desktop version the description line was automatically populated with the supplier or customer name and could be added to or amended if needed. I would like to see that in the online version.
17 days ago in Transactions 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.
29 days ago in Reports 2

Multi-Year Forecasting

In the planning tool, can a multi-year cashflow be added. It could look similar to the FCC Analyst tool that Relationship Managers are already using for loan applications.
7 days ago in Reports 0

Inventory accounts can have multiple units of measurement.

It is a pain keeping inventory accurate on chemical and seed when there are so many different package sizes / units of measurement. Would be nice to be able to have a different unit for every chemical and seed purchase or inventory adjustment so i...
27 days ago in Inventory 2

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.
7 months ago in Transactions 1