AgExpert Accounting Ideas

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 ...

I have used both the online and desktop version of AgExpert. I like the online version better my only frustration is not being able to tab through everything easily like I could in the desktop version. Especially the fact that I have to click to e...

We are having an issue where amounts are to be recorded into accounts payable and then approved to be paid before cheques can be printed. We are looking for a way to print a cheque based on the payables entries and include multiple payables on tha...

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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.

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

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...

I was working with a client recently and we were entering a a series of journal entries. The client had a bunch of duplicate and similar accounts and the only way we could confirm the correct account was by checking the balance. Unfortunately when...

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