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AgExpert Accounting Ideas
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Transaction date or payroll date

can you please have a setting where I can choose "use the current date" or" use the date I previously used” today I went to do a paycheck. And I chose that the pay period ending was today's date. August 5. But for some reason they put the check da...
2 months ago in Transactions 0

Ability to do balance sheet reports by department or Enterprise reporting

It would be nice to be able to setup up % of ownership of balance sheet accounts (Bank accounts, inventory, general and capital assets, loans...) and run separate BS reports per department.
about 2 months ago in Reports 0

Keyboard shortcuts

Please add in keyboard shortcuts for transaction entry, eg. ALT S for saving, ALT C for closing... like we had in Analyst.
4 months ago in Transactions 1

Ability to scroll through employees under employment detail without having to close and select next employee

Right now to view employee details I have to open the employee, go to employment details or YTD totals and then have to cancel or save to be able to select the next employee, go to employment details or YTD totals, cancel or save again, then selec...
3 months ago in Payroll 2

transaction searching

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.
almost 3 years ago in Transactions 2

User log report

Customer has several bookkeepers working at once in AgExpert and wanted to know if we had a report that showed all transactions with a user/access log for audit purposes.
about 2 months ago in Accounting - Web 0

Have the system ask if you are sure you want to cancel or exit an invoice without saving.

I was doing a large invoice (3 pages) with lots of information that needs to be typed, and I accidently hit the cancel button and it closed. There should be a warning for when you accidently hit a button like close without saving or cancel to ensu...
3 months ago in Transactions 2

It would be helpful if the app remembered the user name so that we don’t have to type it in every time.

This would save time when logging into the mobile app.
28 days ago in Accounting - Mobile 0

Transaction entry - + or - button to change date

As per customer: "To who it may concern, To make entering easier a suggestion might be to be able to press “+” or “ –“ {PLUS OR MINUS} in the DATE area. Explain: When I am entering from my credit card statement I can just “+” to advance a day or t...
3 months ago in Transactions 0

Pouvoir créer un modele d'écriture au Journal Général

Beaucoup de transactions à écrire dans 1 mois pour la marge de crédit, avec un modèle de transaction, je n'aurais pas à réecrire marge/banque à multiple reprise, pour chaque mois.Ce sont des transactions de comptes du bilan
28 days ago in Transactions 0