Reports

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.

Needing Health Benefits contributions to show up in Box 85 on T4

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.

Invoices - Ability to change font sizes

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...

Customer requested the ability to hide reversals on earnings and deductions report, so when he gives the report to his employee it looks more professional.

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...

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.

Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...

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