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AgExpert Accounting Ideas
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Reports

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 2 years ago in Reports / Transactions 1

Ability to pin a detailed income and expense report to top of report list

it would be nice if we could pin a detailed income and expense report to top of report list so don’t have to “REBUILD” it every time I want to look at a detailed report.
4 months ago in Reports 0

Customer & Supplier Report Listing

Would be convenient if we could print a customer or supplier listing that compiled their information (name, address, phone#, email, etc.) all into an excel spreadsheet. Instead of having to go through each one individually.
over 1 year ago in Reports 0

Total on Enterprise Report

It would be nice to have a total column at the far right of the Enterprise report in order to make it easier to reconcile against the profit and loss report (for those trying to do that).
4 months ago in Reports 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...
over 1 year ago in Reports 1

operational benchmarking

cost per a bushel in report. For calculating production bonus on rented land
12 months ago in Reports 0

Preview bank rec report

I found it very useful to be able to 'preview' the bank reconcilation report so that I had total deposits and total withdrawals showing. This was helpful to find reconciliation issues
5 months ago in Reports 0

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.
over 1 year ago in Reports 0

Memorize report filters based on last used

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...
about 2 years ago in Reports 0

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
over 2 years ago in Reports 0