Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

Reports

Showing 87 of 513

Payroll printing cheques/stubs - ability to hide cheque number

Customer requested the ability to hide paycheque # on the stubs for his employees. Presently it's being duplicated on his stubs
over 1 year ago in Payroll / Reports 0

Reports - Remember recent used contacts

It would be very time saving if when you opened a report, selected a supplier or customer, that the next time you bring up the report that on the right it would the contact of the report you last used, so you could just click on it instead or havi...
over 1 year ago in Reports 0

Transaction Screen for All Bank Accounts and Credit Cards

I would love to have a posted transaction screen for each account, credit cards and loans....not just a report to pull everything up. Something that looks like the bank rec screen.
over 1 year ago in Reports / Transactions 0

Ability to see opening balances adjustments

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...
over 1 year ago in Reports 0

Export dates in a normal format.

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. ...
over 1 year ago in Reports 0

Credit notes on Accounts Payable outstanding report

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...
over 1 year ago in Reports 0

GST Return - I would like the option to choose the GST Return Format as Cash or Accrual Basis

This would benefit my clients who have a company that is not farming, or who prefer an accrual basis accounting over cash basis.
almost 2 years ago in Reports 1 Will not implement

Customize financial statements/personnaliser les états financiers

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 ...
almost 2 years ago in Reports 0

Save/Memorize different styles of invoices

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...
almost 8 years ago in Reports 0 Will not implement

Link transaction attachments to capital assets

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...
about 2 years ago in Reports 0