AgExpert Accounting - Web

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

It would save a lot of time searching through reports if we could add a new filter to search by audit #. There are cases where a customer is looking for an exact transaction and does not remember what type of transaction it was. It is possible to ...

When entering multiple invoices from one vendor that vendor should pop up till you change vendor

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...

Accountants receive multiple files shared with them and might alter the wrong file by accident. Adding a unshare option withing the program would be great, instead of having to email the client to ask them to do so.

For a large client that has lots of memorized transactions they want all of them to transfer, otherwise, maybe they won't change to the online.

I have a few credits with organizations that we save for a specific purpose but every time I try to enter in a transaction it always wants to use the credit and its hard to delete, causing issues and then when you click save the credit amount pops...

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