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AgExpert Accounting Ideas
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Can AG Expert look at creating ROEs that can be uploaded or "extracted" by the CRA ROE WEB filing system? Rather than me manually entering the data in the web file system.

No description provided
over 1 year ago in Payroll 0

AgExpert Field - Notes Section

Notes section for each grain bin to write a short note about moisture tests, quality, etc.
7 months ago in Other 0

Automatically adjust the federal and provincial claim amounts for the new year or have option to apply a change to multiple employees instead of individually having to change it for every employee at the beginning of the year. This would also be a helpful option for adjusting wages and WSIB rates.

Time saver for book keepers and less chance of error. Should be able to select multiple employees and change the WSIB rate, Federal/Provincial claim amounts and wage. It is incredibly time consuming when you have multiple employees to change their...
about 1 year ago in Payroll 0

Transaction Template for General Journal Entries

Allow for improved speed when entering recurring general journal entries that can't be entered as a regular withdrawal or deposit entry. We use these often for any entries related to intercompany transactions.
over 1 year ago in Transactions 1

Add "drag and drop" files to payable charge page so we can upload / add from google drive

No description provided
11 months ago in Transactions 2

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
8 months ago in Transactions 0

Add snapshot function to cloud based Agexpert accounting

I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...
about 3 years ago in Other 0

More Budget features

I would like to be able to do a 12 month budget starting with any month. For example I currently have a budget(projection) for 2024 but would now like to do one for june 1 2024 to may 31 2025. I do not think that function is available.
almost 2 years ago in Other 2

Add ATB Business as a banking option. Baffled that it doesn't exist in the list currently.

No description provided
about 1 year ago in Transactions 2 Already exists

General notes page would be helpful

It would be nice if there was a place on the business where you could enter notes about the business, like a spot where you could enter Co-op numbers, that type of thing. Like a general synopsis page. For example if something happened to the perso...
about 1 year ago in Other 2