AgExpert Accounting Ideas
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    Ability to import a Chart of Accounts

    As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...
    3 months ago in Setup 0

    CAN WE HAVE A PRIVACY BUTTON? OPTION GHOST OUT $$ WHEN WORKING ON PAYROLL OR EVEN THE DASHBOARD SCREEN - SO WHEN SOMEONE WALKS INTO OFFICE TO TALK, SENSITIVE INFORMATION IS INVISIBLE.

    QBO HAS LOCK ICON SO WHEN WORKING ON PAYROLL - ADDING EMPLOYEES, RUNNING REPORTS ETC, THE $ IS NOT VISIBLE. I USED IT ALOT SINCE I HAVE ALOT OF TRAFFIC IN MY OFFICE. WHEN I STEP AWAY FROM MY DESK I DON'T HAVE TO THINK ABOUT IT....
    27 days ago in Payroll 0

    On the inventory Adjustment screen, can you freeze the pane at the top so that you don't have to scroll to the top every time you want to change a commodity

    No description provided
    10 months ago in Inventory 1

    Clear old payables/receivables

    It would be really nice if there was an option to clear old payables or receivables in the next fiscal. Often the accountants post entries on the GJ that don't jive with current payables or receivables so I have outstanding from years back and no ...
    about 2 months ago in Transactions 1 Will not implement

    Ability to email receipts into the pending transactions

    The new app is great, but it would also be great to have an option to email receipts directly into the pending transactions to match and attach to the transactions. Similar programs like Dext have this functionality and it works well for invoices ...
    7 months ago in Transactions 0

    Apiculture (Beekeeping) Setup Category

    When initially setting up AgExpert as a user, I would suggest that a category for Apiculture (Beekeeping) would be useful to my subset of users so that we could hit the ground running with a predetermined chart of accounts, etc., for our community...
    28 days ago in Setup 0

    PLEASECAN WE REVIEW PAYCHEQUES BEFORE WE SUBMIT THEM

    OUR DEDUCTIONS CHANGE EACH WEEK FOR OUR 25 EMPLOYEES. I MAKE THE CHANG EIN EMPLOYEES AND THEN PROCESS PAYROLL. IT WOULD BE REALLY NICE TO VIEW THE PAYCHEQUE TO VERIFY DEDUCTIONS AND ALL IS IN ORDER BFEFORE i PROCESS IT.
    5 months ago in Payroll 0

    Ability to view an invoice without downloading

    It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
    8 months ago in Reports 1 Planned

    As I customer i want to be able to access the "Connect to Support" from the dashboard

    Placing the “Connect to Support” button prominently on the dashboard enhances user experience and operational efficiency. By providing immediate access to assistance, users can resolve issues quickly without navigating through multiple menus, redu...
    3 months ago in Dashboard 0

    setting up a new heading Account

    I Notice we have Current Assets and Fixed assets. I would like to add "Other Assets" but the program does not allow to add a header account. Would be nice to have that option again, as we have it in Analyst
    3 months ago in Setup 1