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AgExpert Accounting Ideas
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Ideas

Accounts Payable Report - Give options to hide details, sort order

AP report is nearly unusable in its current form. First - sort order is backwards. Places opening balance on top, immediately followed by the most recent transaction, which can up up to a year later. This is unacceptable. All GL lists need to have...
over 5 years ago in  0

Payable amount beside vendors name in Transactions window

Having the total payable amount beside the vendors name like in the old program would be very helpful
over 5 years ago in  0

Link transaction attachments to capital assets

Sending this suggestion on a customers behalf: "Good Morning, Just writing to make a suggestion in your agexpert online program. I really appreciate being able to to download invoices and attach them to the data entry. The only place that falls ap...
almost 3 years ago in Reports 0

GST on Land Purchases

Allow the user to fill in line 205 of the GST return for GST collected on the acquisition of taxable real property. As a result, add the same amount to line 106 as an ITC on the land purchased for a net0 effect. For non-GST registrants (if any) ...
over 8 years ago in Reports 0

Chart of accounts change - Only the "edit button" should bring up "edit account" window

Users with poor internet connection face some serious lag issues when scrolling through the chart of accounts, and at the moment it's really easy to accidently click on a row and bring up the wrong "edit account box". To make it less cumbersome to...
over 5 years ago in  0

Ability to switch Chart of accounts view from - modern to classic

-Easier for those transitioning from Analyst after years of use; -Scrolling down can be laggy. This would minimizes the need to scroll down, saving time, and it's easier to switch between the account categories;
over 5 years ago in  0 Will not implement

Add 'print invoice' option in Deposit field

Currently I need to enter a Receivable Payment then exit and reenter in Deposit for all cash customers to receive an invoice. This is very time consuming when interacting with a high number of customers per day.
over 5 years ago in  1

Caseware export

When exporting the data to Caseware (for accountants) the detail vendor information does not show up in the caseware reports (like it did with desktop version) - only the bank account - the other accounts the description is blank - vendor detail n...
almost 3 years ago in Integrations 0

Accounting Services that are competent with Ag Expert

Provide a regional list of Accounting Services that are competent with Ag expert Accounting
almost 3 years ago in Other 1 Already exists

Automatic transaction entry

For example, an RRSP contribution or life insurance contribution that you know occurs on the 25th of each month. Have it entered automatically when the day comes.
almost 3 years ago in Transactions 0