AgExpert Accounting Ideas

We have a suggestion/request for the invoicing creation part of the program. We find that when we try to open an invoice that was previously created, the lines of the invoice are all unorganized and not in the way the invoice was originally create...

I want the system to automatically generate an invoice number when creating a receivable charge for my customer. I shouldn't have to create my own and then have to remember or go back and try to search, what was the last invoice number that I used...

I wish I could store electronic documents in a transaction entry by drag and drop (like an attachment on an e-mail). Would be super awesome for my electronic receipts to store right with the transaction entry. I would never have to dig through fil...

The Balance Sheet report should be able to be generated as at a specific date. Entered this on behalf of a customer. I think/believe this should be considered as a requirement rather than a suggestion if everyone is aligned. When auditing, it is l...

Notably: -5 year comparison : a user wants to migrate the data to the cloud but still have access to 5 year comparison reporting. -Customers also want to be able to produce a report by a given date/month.

I am a professional bookkeeper with numerous clients. Having to subscribe individually for each client will be cost prohibitive. My concern is that even though Ag. Expert Analyst is not going away it will not be developed further. Some of my clien...

Presently you need a mouse to enter a transaction. I have several power users request we allow full keyboard functionality for make it faster to enter transactions. Presently you can only hit tab and space bar on certain items on the screen, not a...

When viewing reports such as the G/L, users have reported that when they finish reading a page they need to scroll up and click the arrow in order to go to the next page. Users would like to be able to utilize the mouse wheel to scroll up or down ...

You should be able to separate assets that are CCA at the same right, I.e., equipment and automobiles for internal accounting purposes.

Client asking for cash flow tool as it is available in Analyst.