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AgExpert Accounting Ideas
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AgExpert Accounting - Web

Showing 508 of 508

add option to import vendor and client list from an excel file

Since many accounting programs do not migrate into AgExpert it would be helpful to at lease be able to import vendor and supplier lists. Most accounting programs can export these lists to an excel file. If AgExpert were able to import these lists ...
5 months ago in Setup 0

General journal - Memorize

Ability to memorize journal entries, useful for recurring things like dividend payouts or manual cca calculations.
9 months ago in Transactions 0

Bank Rec "new transaction" should auto-populate to the bank account you're reconciling.

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.
about 1 year ago in Transactions 1 Planned

double invoice alert

No description provided
6 months ago in Reports 0

Invoice and statment with late payment interest added

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...
over 1 year ago in Reports / Transactions 1

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
8 months ago in Reports 0 Planned

Show transaction source in transaction entry screen by date/time stamp

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...
3 months ago in Transactions 1

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.
about 2 years ago in Transactions 2

Search functions

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
over 1 year ago in Reports / Transactions 2

Create a installer for the migration tool for a MAC

Create a installer for the migration tool for a MAC. Presently it can only be done via Windows.
about 2 months ago in Accounting - Web 1 Will not implement