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AgExpert Accounting Ideas
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Stop the invoice template from changing the order that items appear on the printed invoice

The item does not keep the order it was entered, if you print it.
about 2 years ago in  0 Shipped

Invoicing line item mixups

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...
about 4 years ago in  2 Shipped

Balance Sheet dates

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...
over 5 years ago in  1 Shipped

Creating Invoices

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...
over 3 years ago in  1 Shipped

Ability to hide accounts on budget tool

As per customer: "I have several accounts for equipment that we have sold and therefore no longer track expenses or set up a budget. I do not seem to be able to delete the accounts due to historic transactions (these equipment accounts have not ha...
9 months ago in Other 1 Shipped

Add 5 year comparison reporting and date filters

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.
over 6 years ago in  0 Shipped

Ability to have more than one client on one Premium Subscription

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...
almost 7 years ago in  1 Shipped

Transaction screen - Auto fill unit price

A customer requested an efficiency enhancement for AgExpert for some autocalculation capabilities, for example when you enter a quantity and then the amount that it automatically updates the unit value field, or vice versa. This customer expressed...
10 months ago in Transactions 1 Shipped

saved transactions box not available when using downloaded bank transactions

A lot of transactions could be made automatically when going through the bank downloads.
over 1 year ago in  1 Shipped

Allow full keyboard functionality in transaction screen

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...
almost 5 years ago in  0 Shipped