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AgExpert Accounting Ideas
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Bank rec. - Archive old entries option

There are some users who would like to use the bank rec. feature but don't, because they are overwhelmed by the fact they have years of uncleared entries that carried forward, making it rather difficult to focus and filter thru every time. The cur...
about 1 year ago in Other 0

Credit Card reconciliations

It would be nice if the credit card reconciliation printed correctly. It should have an ending credit balance, not debit (if there is a balance payable on the account). There should be o/s payments (not deposits). The reconciled balance does not a...
over 1 year ago in Other 0

Capital assets screen - Show audit numbers of purchases and sales

It would be very useful if in capital assets we could see the audit #'s of the purchases and the sales, so we can easily find those entries if we had to.
over 1 year ago in Other 0

Avoir une option fin de mois pour nous guider à travers les différentes étapes à faire

J'ai utiliser des logiciels qui nous avertissait si nous n'avions pas complété tel où tel étape avant d'effectuer la fermeture de la journée ; si ont pouvait faire la même chose pour la fermeture du mois et même la fermeture d'année, ça m'aiderait...
over 1 year ago in Other 0

Password protect year ends for accountants

For accountants to be able to set up a password for a specific date to stop their clients from making back dated entries into a previous fiscal year where their accountant has already done Year End adjustment entries for them
about 7 years ago in Other 2

Limitation des accès

Il faudrait être en mesure de limiter les accès à d'autre utilisateur dont nous partageons l'accès
over 1 year ago in Other 0

I would like to be able to reconcile loan accounts

It would be very nice to be able to reconcile loan accounts the same a bank and credit card accounts. This helps make sure everything is staying correct.
over 1 year ago in Other 0

Upload purchase orders from spreadsheets

Customer is starting to use AgExpert Accounting and wants to be able to upload purchase orders recorded on a spreadsheet into AgExpert Accounting. This is to verify the order has been picked up and invoiced correctly.
over 1 year ago in Other / Transactions 0

Modern and Classic View options

After speaking with many existing AgExpert Analyst users on the upcoming AgExpert Accounting platform, one key thing that seems to worry a lot of people is the data entry change will be significant, to a point where it slows down their day-to-day ...
over 7 years ago in Other 0 Will not implement

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 7 years ago in Other / Setup / Transactions 1