Reports

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...

It would be great to have a toggle button so that you can show accounts with a zero balance on any report

Hi, currently we can only download an Enterprise report to Excel. I would like to be able to view the report and export to pdf if I want to.

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 beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.

I would like to see true accrual income/expense and enterprise reports. Starting with a trading account for each enterprise: Ending inventory value + Sales + Inventory transfers in less Beginning inventory value + Purchases + Inventory transfers o...

See attachment - there are so many invoices on this particular payment that they run into cheque area.

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 "...

When printing the reports they take twice as much paper as what is really necessary. The desktop version ones are much neater.

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.