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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 491 of 491

Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
30 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.
4 months ago in Transactions 0

Sort by invoice number in RP

I want to be able to sort by invoice number when entering Receivable payments. It seems that Audit numbers are very important to this program and I don't know many bookkeepers who know transaction or look for transactions by audit number.
11 days ago in Transactions 2

I just want to know where edit inventory details has gone to in Accounting..

In Analyst there was an edit inventory details so if you missed entering a commodity grade you could enter it!
11 days ago in Inventory 1

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?
5 months ago in Transactions 7

A/P and A/R Reports - Total summary, either in reports or on dashboard

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...
12 months ago in Other 1 Planned

UPLOAD INVOICES

I BEGAN USING THE UPLOAD INVOICES - AN EFFORT TO MORE TOWARD PAPERLESS AND SHARED AP RESPONSIBILITY. I am surprise it doesn't populate the vendor name and it defaults to withdrawals, rather than payables - I thought that would be a given - if ther...
30 days ago in Transactions 1 Planned

Saved item descriptions for invoices

providing an option to save item descriptions will allow for a much more efficient way to create large numbers of similar invoices.
4 months ago in Transactions 0 Planned

EFT payment applied to multiple accounts payable

EFTs becoming more popular as a way to pay. The EFT is designed to pay many suppliers with one transaction (one amount goes out of my bank but gets dispersed to many accounts payable). There does not seem to be a way to do this and apply that paym...
about 1 month ago in Transactions 4

Ability to import a Chart of Accounts

As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...
24 days ago in Setup 0