Reports

Would it be possible to add a filter option to sort by Class right in the software?

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...

How do I print just an outstanding receivables and/or payables reports. I just want outstanding not the pages long that show payments. Sorry I am frustrated with not having what we had in Analyst!

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 ...

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...

Would be nice to add an aging receivable row of date ranges, ie. 0-30 days, 31-60 days, 61-90 days, 91+ days when generating a customer statement. I understand there is a report similar to this called "Aging Receivable", however it would be more "...

I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.

I had a customer request that at the end of the year AgExpert could provide an option for those who wish to carry forward their end CCA balances over as beginning balances.