Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Showing 496 of 496

Solution to "one-off" customers & suppliers

A user stated that they enter lots of transactions to and from "one-off" companies (they most likely won't do business again). Presently they have to add them in as a supplier or customer every entry, making their lists very long. Perhaps an optio...
almost 7 years ago in  0 Will not implement

To be able to do quick reports on all accounts while in the chart of accounts would be very helpful.

No description provided
over 2 years ago in  0

It would be nice to be able to add account numbers while entering transactions.

No description provided
over 2 years ago in  0 Already exists

Ability to import Chart of Account - Balance Sheet Accounts using .xls or .csv file when starting up as a new user

For Instance - File format: Account Number, Account Name, Account Type, Opening Balance 1000, Chequing, Bank,6782.45 1005, Savings,Bank,542.61 ... 2020, TD Visa, Credit Card, 27.55
almost 3 years ago in  0

To be able to use tax codes for other provinces that your business buys from or sells to.

When setting up your business information, you should be allowed to pick which provinces that you do business in, so the proper taxes are used. For example in my case my farm is in Quebec but we border Ontario. All the farm dealers are in Ontario,...
almost 3 years ago in  0

Prepare reports to print the same.

Some are portrait, some are landscape, some need page set up adjustments.. can they all be "set to print"?
over 5 years ago in  0

Create more detailed cash flow report

I haven't upgraded for a long time so maybe this has been improved but the cashflow report on my version is not very useful. If you look at MB Ag's Farm Plan (Available Free) they have a very good cash flow statement that has a lot of detail for p...
almost 3 years ago in  1

Open invoices for point of sale

It would be helpful to be able to leave an invoice open when you are doing custom work for example. You can keep adding charges as you complete jobs for the customer until you are ready to finalize the invoice and send it.
over 1 year ago in Transactions 0

Add new security role for invoicing

I have a customer that has 5 different people entering invoices and 1 primary bookkeeper that does everything else. The primary bookkeeper does not want those who enter invoices to have acess to ther other data - solely the capability of entering ...
over 4 years ago in  0

Export dates in a normal format.

When exporting ledger detail from AgExpert Accounting (web) to excel format, the dates are exported as, for example “Apr 11 2023”, which is basically useless for being able to use the date in excel unless you want to sort by month alphabetically. ...
over 1 year ago in Reports 0