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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 538 of 538

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
9 days ago in Reports 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.
16 days ago in Transactions 1

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.
6 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...
26 days ago in Inventory 2

Add default account on the fly

It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.
21 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.
7 months 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.
28 days ago in Reports 2

Ability to share read-only

I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...
16 days ago in Accounting - Web 1

Record a payable payment form the payable transaction creen.

When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....
17 days ago in Transactions 0