Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

Transactions

Being able to navigate the date selection similar to AgExpert Analyst.

This was very helpful especially when choosing a date that was months or years in the past. I always appreciated how much easier it was in Analyst then other accounting programs I use.
almost 2 years ago in Transactions 1

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.
almost 2 years ago in Reports / Transactions 0

I would like to be able to put my cattle ear tag numbers into accounting

No description provided
about 2 years ago in Transactions 0

AgExpert file to help with farm succession accounting when there is more than one (multiple) companys.

One file but separate companys. Set up so that transactions and transfers between companys only need to be entered once. Example - Bank transfer from Co.1 to Co.2 ........Enter the transfer into one company and it would automatically enter it in t...
about 8 years ago in Other / Setup / Transactions 2

Default Tax (GST & PST) for each Contact

I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. Fo...
about 8 years ago in Setup / Transactions 1 Will not implement

Bank transfers in Plaid

Bank transfers in Plaid are not working very well. If you transfer $100 from savings to chequing, there is a deposit in chequing of $100, however in the transaction this go to and from checking, creating an in and out, and the same thing happens i...
about 2 years ago in Transactions 0

Ability to hide unit measurement unit

I have a customer that has some income accounts they use for services but do not track inventory. We can unlink an asset account from an income account (by selecting a blank option), but we can't do that to measurement units. Can we look into hidi...
about 2 years ago in Setup / Transactions 0

Open invoices for point of sale

It would be helpful to be able to leave an invoice open when you are doing custom work for example. You can keep adding charges as you complete jobs for the customer until you are ready to finalize the invoice and send it.
about 2 years ago in Transactions 0

pièce jointe au journal général

Il faudrait être capable d'inclure des pièces jointe au journal général ex: chiffrier de régularisation du comptable
over 2 years ago in Transactions 0

Possibilité d'ajouter un compte lors d'une transaction

Il faudrait être capable d'ajouter un nouveau compte lorsque nous écrivons une nouvelle transaction d'achat ou du journal général
over 2 years ago in Transactions 2