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AgExpert Accounting Ideas
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Ideas

Chart of Accounts 1200/2100 - Show balances beside contacts

When setting the historic charges for a/r or a/p, it would be useful if when you see the list of contacts it showed the balances beside their names, so we could easily see which contacts have had their charges set and for how much in total.
6 months ago in Setup 0

Ability to merge customers

Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)
almost 6 years ago in  0

Ability to sort by newest entries on top

In the purchases or sales transaction list screens I had a customer enter transactions stating they were not showing up in the list, only to find out that the screen sorts the entries by date, instead of relevance. The customer had to reverse all ...
about 3 years ago in  0 Already exists

General Ledger amounts owing in display

Would it be possible to see the amount owing in each of the accounts in the general ledger like the old ag expert program. It was a tool I used often in the old ag expert program to look up amounts owing in the general ledger
6 months ago in Other 1 Already exists

Quick reverse

Users want to be able to press the ellipsis button and select reverse, instead of having to go into the transaction first. Saves time. A few people have said it is frustrating the way it is now.
almost 7 years ago in  0

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...
about 1 year ago in Transactions 0

in the receivable charge we need a "Due on the 15th of the month, Or Due on the 31st of month"

When I send out bills i want them to pay by end of Month or on the 15th of every month.
7 months ago in Accounting - Web 0

Dans le journal des paies quand on fait un changement il ne devrait pas se faire dans les années antérieurs EX je fait un changement en 2022 il ne doit pas apparaitre en 2017

No description provided
7 months ago in Accounting - Web 1 Already exists

Currently if you need to correct a payable that has been paid you have to reverse the payment first and then can correct the payable entry. It should be that you can correct the payable entry without having to reverse the payment first.

No description provided
almost 4 years ago in  2

Keyboard short cuts for saving transaction, etc

In Ag Expert desktop there were a lot of keyboard shortcuts that I found useful instead of tabbing through to the save button, I would like to see a key board short cut and for the other common actions such as loading a saved transaction.
about 2 years ago in Transactions 1