Reports

I had a customer and her accountant express frustration when comparing a/r and a/p reports, to the general ledger report, specifically in how adjustments to opening balances were not shown on the GL. It would be nice if there was a way to easily s...

When exporting ledger detail from AgExpert Accounting (web) to excel format, the dates are exported as, for example “Apr 11 2023”, which is basically useless for being able to use the date in excel unless you want to sort by month alphabetically. ...

Gloria Reidpath - Customer comments. usage of credit notes, the way she was doing it as Payable charge and Neg EX, creates a negative invoice that can be applied, but won't show on her Supplier page under credits, but would be reduced from the am...

This would benefit my clients who have a company that is not farming, or who prefer an accrual basis accounting over cash basis.

Allow customization of financial statements for more summary balance sheet, results and cash flows, with notes or annexes. Be able to remove the inventory tax adjustment line from accounting financial statements. Use choice option for indirect or ...

If someone was operation two business that co-relate to one another and wanted them under the same datafile, but created separate invoices for each company for their customers, it would be ideal to save them both and just select which one you want...

Sending this suggestion on a customers behalf: "Good Morning, Just writing to make a suggestion in your agexpert online program. I really appreciate being able to to download invoices and attach them to the data entry. The only place that falls ap...

An audit log would be helpful, to look back on who, what and when transactions were done.

In most reports, like income and expense or balance sheet, we can click on a line item to see the detailed transactions behind each total. Can you please add this functionality to the T1163? We need detailed reporting both to justify our numbers t...