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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Transaction type drop down list sorted by last used

Most day-to-day entries are income or expenses. Scrolling down every time to pick the type in or ex is a bit of a pain. Instead of bumping up those 2 types to the top of the list I thought of a better idea... What if the type list was sorted and...
over 6 years ago in  0 Will not implement

Allow cash vs accrual in budget planning tool

"We are trying to use the planning functionality of Ag Expert online in the cloud. However, the planning budget versus income page compares to the cash statement instead of the accrual statement." -There are a few people who interested in the accr...
over 2 years ago in Other 0

SEND EMAIL TO CUSTOMER SAYING PAID WITH THE AMOUNT

No description provided
over 1 year ago in Reports 0 Already exists

Consolidate multiple companies

We run multiple companies as a joint operation. They need to be independent corporations for production contracts (therefore, independent files), but it would be very helpful if there was a feature to consolidate trial balances in excel (match acc...
over 6 years ago in  1

Populate taxes from payables to withdrawal/ cheq stub

When completing payment of a payable, the taxes entered (GST and PST) do not carry over to populate in the Withdrawal screen. So when printing a cheque to pay a payable payment for instance, the tax lines say zero on the cheque stub, as it only po...
over 2 years ago in Transactions 0

Type account picker shows most recent used accounts at the top

If you go to pick an expense account in a transaction entry, all of the accounts show up in the pick-box. A customer requested this list be sorted by relevance, and so the most used accounts would appear at the top. This would be very useful until...
over 5 years ago in  0

Drop down menu with common reference under Reference field in Withdrawal menu

In the desktop AgExpert Analyst version, in the "new transaction" screen, the Reference field had a drop down menu with commonly entered terms, and the field would auto-populate if you started typing one of your commonly used terms. That was a ver...
over 2 years ago in Transactions 0

Chart of accounts - Remove hyperlink in balance column

Presently it can be a tricky to highlight and copy/paste a balance you see in the chart of accounts, as it will open the account editor window. Can we make it so the balance column does not have a hyperlink to it, and anywhere else in the row it w...
over 1 year ago in Setup 0

Chart of accounts - Link column

It would save users and support team a lot of time if in the chart of accounts, under in/ex sections, there was a column called Linked that had a Y or N in it to indicate whether an account was linked to an inventory account or not. Right now you ...
over 1 year ago in Setup 0

Reconcile accounts with Field Data & Machinery Useage

No description provided
over 1 year ago in Integrations / Other 1