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AgExpert Accounting Ideas
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Add option to import Vendors

Many vendors are the same for each customer. Would be nice to be able to have a supplier list and be able to import into another file. (This would be a feature for accountants/bookkeepers) as every file has the same vendors that need to be Keyed m...
10 months ago in Setup 0

Capital assets screen enhancements

Sometimes there are old capital assets with transaction history that remain on a set of books but are no longer in possession, for whatever reasons. Some ideas to improve the overall user experience: 1) Ability to show/hide capital assets, or mark...
about 1 year ago in Setup 1

Matching expense and inventory accounts

In the DESKTOP version: When posting an entry and the need to create an expense account which will be linked to an inventory account arises, the software offers the ability to add the inventory account to the chart of accounts at the same time. Th...
over 1 year ago in Setup 1

Measurement unit conversion defaults

If I haven't already suggested this, is it possible to set up an option during the inital file set up to select "bushels" for grain transaction unit of measurement vs "Tonnes"? If this could be done universally, it would save setup time and confli...
over 1 year ago in Setup 0

Ability to separate pst to pst paid

I had a customer today request that, like Analyst used to have, we have an option under business information>payroll taxes, that allows users to separate pst paid to the pst paid account instead of being rolled into expenses.
9 months ago in Setup 0

Make it possible for us to customize pay types

In AgExpert Analyst, we could set up a list of pay types, and customize them when doing payroll. For example, we have employees who get paid a specific amount for a specific job. The amount varies whether they do the job on a weekday, a Sunday, or...
over 1 year ago in Payroll / Setup 0

Please include sheep as part of business setup.

No description provided
11 months ago in Setup 1

Ability to change account range numbers on categories in the chart of accounts.

The preset account categories are great for someone starting new or moving from analyst, but if you are moving from another program and keeping those account numbers the categories don't align (Ex. Canola Sales in Trucking Income section). It woul...
12 months ago in Setup 3

Ability to import Chart of Account - Balance Sheet Accounts using .xls or .csv file when starting up as a new user

For Instance - File format: Account Number, Account Name, Account Type, Opening Balance 1000, Chequing, Bank,6782.45 1005, Savings,Bank,542.61 ... 2020, TD Visa, Credit Card, 27.55
almost 3 years ago in Setup 0

Chart of accounts - Remove hyperlink in balance column

Presently it can be a tricky to highlight and copy/paste a balance you see in the chart of accounts, as it will open the account editor window. Can we make it so the balance column does not have a hyperlink to it, and anywhere else in the row it w...
about 1 year ago in Setup 0