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AgExpert Accounting - Web

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Bank transfers in Plaid

Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...
over 1 year ago in Transactions 0

Potential API - Square

A customer wants us to look into the possibility of having an API partnership with Square, an invoicing web-app. https://squareup.com/ca/en/invoices
almost 5 years ago in  1

Import memorized entries from Analyst files

A customer requested today that we upgrade the migration tool so that it imports memorized transactions as templates. Thank you!
about 3 years ago in  0

simple help page

I live in an area where phone coverage is spotty and internet is slower. so having a help feature that can quickly explain each feature an how to use it properly would be huge. As I am a new farmer and trying to keep books as orderly as possible, ...
about 3 years ago in  0

Ability to see opening balances adjustments

I had a customer and her accountant express frustration when comparing a/r and a/p reports, to the general ledger report, specifically in how adjustments to opening balances were not shown on the GL. It would be nice if there was a way to easily s...
over 1 year ago in Reports 0

Ability to hide unit measurement unit

I have a customer that has some income accounts they use for services but do not track inventory. We can unlink an asset account from an income account (by selecting a blank option), but we can't do that to measurement units. Can we look into hidi...
over 1 year ago in Setup / Transactions 0

Credit Card reconciliations

It would be nice if the credit card reconciliation printed correctly. It should have an ending credit balance, not debit (if there is a balance payable on the account). There should be o/s payments (not deposits). The reconciled balance does not a...
over 1 year ago in Other 0

Have an icon in transaction reports, that would automatically load the last page of “transaction reports” when you requested to open the transaction report screen.

No description provided
over 3 years ago in  2 Already exists

Capital assets screen - Show audit numbers of purchases and sales

It would be very useful if in capital assets we could see the audit #'s of the purchases and the sales, so we can easily find those entries if we had to.
over 1 year ago in Other 0

Tags and/or commodity allocations

The ability to tag or allocate transactions to commodity groups and view tag/commodity specific reports - allocations are a feature in analyst that are missed here
over 3 years ago in  0