Reports

Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure comple...

We would like to be able to print a report to review the entity percentages that have been assigned.

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.

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).

Financial ratios are important management tools. All numbers to calculate ratios are currently entered in AgExpert Accounting. Having a calculator in the software would save time and ensure accuracy versus manual calculation.

It would be helpful to have the choice to allow accounts with zero balance in the Trial Balance Report to drill down and see transactions, and know whether everything balances. Right now once an account is zero, you do not see it in the trial bala...

I would like the GL report to sum totals for the various columns when I pull them. This would be the quantity column, the debit, and the credit column. It would be nice to be able to see at a glance the totals instead of having to export to excel ...

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

As an accountant, I generally want reports sorted by date rather than transaction number. It would also be nice if users can set-up their own defaults for reports