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AgExpert Accounting Ideas
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Showing 492 of 492

Allow cash vs accrual in budget planning tool

"We are trying to use the planning functionality of Ag Expert online in the cloud. However, the planning budget versus income page compares to the cash statement instead of the accrual statement." -There are a few people who interested in the accr...
over 2 years ago in Other 0

Ability to type acct # or narrow search to one acct and press enter

currently if typing account number or name, even if narrowed down to a single possible name, cannot press enter to select and move on.
almost 6 years ago in  1

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.
about 1 year ago in Transactions 1

Populate taxes from payables to withdrawal/ cheq stub

When completing payment of a payable, the taxes entered (GST and PST) do not carry over to populate in the Withdrawal screen. So when printing a cheque to pay a payable payment for instance, the tax lines say zero on the cheque stub, as it only po...
over 2 years ago in Transactions 0

Custom Tax option

Customer would like the option of adding a custom tax, such as the Carbon tax, in the options within Accounting.
almost 6 years ago in  0

Add a drill-down feature to account balances in the chart of accounts

Make it easier to identify balances as you scroll through your accounts. The drill down would open up the g/l report for that account, maybe defaulted to "cash" and the "current fiscal year" filters. If the report could pop-out in a new tab instea...
almost 5 years ago in  0

Drop down menu with common reference under Reference field in Withdrawal menu

In the desktop AgExpert Analyst version, in the "new transaction" screen, the Reference field had a drop down menu with commonly entered terms, and the field would auto-populate if you started typing one of your commonly used terms. That was a ver...
over 2 years ago in Transactions 0

Transaction type drop down list sorted by last used

Most day-to-day entries are income or expenses. Scrolling down every time to pick the type in or ex is a bit of a pain. Instead of bumping up those 2 types to the top of the list I thought of a better idea... What if the type list was sorted and...
about 6 years ago in  0 Will not implement

Detailed Inventory report - Unit value reflect the unit value from transactions and adjust value

Currently in Detailed Inventory report, Unit value doesn't reflect the unit value from any new transactions and adjust value.
about 1 year ago in Inventory 0

It would be nice to select order the cheques will be printing out in when printing multiple cheques.

Payroll is a very good example of this being able to do up a large number of cheques, in one print.
about 1 year ago in Reports 0