AgExpert Accounting Ideas

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

I had a few customers request that they want to be able to see their income expenses, either on the reports, or the budget and cash flow tool on a month to month basis.

I had a customer request that at the end of the year AgExpert could provide an option for those who wish to carry forward their end CCA balances over as beginning balances.

This was a feature available in Agexpert Analyst. There was a template for satements that matched our cheques layout for company address and receipent address. So we could use the same window envelopes #10 to mail our statements. None of the curre...

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...

This would prevent having to print/scan then email the invoice to the customer. Just as you have in the texting option of a mobile device (Forward) or email (send to) option

It would be nice if there was a place on the business where you could enter notes about the business, like a spot where you could enter Co-op numbers, that type of thing. Like a general synopsis page. For example if something happened to the perso...

When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.