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AgExpert Accounting Ideas
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Ideas

Ability to view Enterprise report without downloading

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.
4 months ago in Reports 0

Ability to change liability account types from liability to loan and vice versa

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...
almost 2 years ago in Setup 0

WCB/WSIB - Make a selection to process a quarterly remittance

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.
almost 2 years ago in Payroll / Reports 2

Ability to batch print statements for clients

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...
almost 2 years ago in Reports 0

Clear old payables/receivables

It would be really nice if there was an option to clear old payables or receivables in the next fiscal. Often the accountants post entries on the GJ that don't jive with current payables or receivables so I have outstanding from years back and no ...
9 months ago in Transactions 1 Will not implement

Ability to hide reversals on earnings and deductions report

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.
over 1 year ago in Payroll / Reports 0

Invoice descriptions on statements

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;...
almost 2 years ago in Reports 0

Transactions>Payables screen - Option to show payments or hide paid charges

Currently the transactinos > payables screen (and sales receivables) shows all charges, even if paid. Customers are currently using the reports > charge reconciliation reports to see which charges have been paid, but it could be useful if in...
5 months ago in Transactions 0

I just want to know where edit inventory details has gone to in Accounting..

In Analyst there was an edit inventory details so if you missed entering a commodity grade you could enter it!
9 months ago in Inventory 3

Allow monthly comparative income expense report over 2 fiscal years

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.
about 1 year ago in Reports 0