AgExpert Accounting Ideas

I would like to be able to choose to (hide) customers, payees, or any accounts in the chart of accounts. My business has evolved over the years and some of the accounts and contacts that were used 15 years ago are not used currently and I would li...

It would be nice to have a list of the all recent transactions in a centralized location (dashboard). It is annoying to have to go into each section (purchases, sales, General Journal) to see what were the last transactions to check if/what has be...

Customer had to disconnect and reconnect his bank to plaid to get around a 2factor error message, and all the entries appeared again to review even though they were entered. It would save users time if each entry in the review transactions screen ...

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.

il faut un module de facturation avec une liste d'items que nous avoir accès dans la section description. La facturation dans l'application de bureau fonctionnait beaucoup mieux que celle en ligne.

When printing an invoice for a customer, there is no where in AgExpert to state to our customer the payment terms. Can this not be set up under our Customer Account settings? I want my invoice to the customer to show Net 30 days. Having to hand wr...

Currently you have to go through the balance sheet to see a general ledger report of transactions for an inventory account. You should be able to do this by selecting the account in the inventory section

As a user, I would like to be able to configure a customer number on the customer profile. That information should pull on to the invoices and statements