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AgExpert Accounting Ideas
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Ideas

For Agristability: Have a production margin report based on the eligible revenue and expenses, that pulls in the allowable accrual adjustments.

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over 6 years ago in  1

Maintain order of deductions across employees

It would be beneficial if the deductions added to an employee profile always appeared in the same order. Useful for cross referencing and double checking. Currently they seem to randomize, even if you initially add them in the same order on the pr...
over 3 years ago in Payroll 0

Ability to change account range numbers on categories in the chart of accounts.

The preset account categories are great for someone starting new or moving from analyst, but if you are moving from another program and keeping those account numbers the categories don't align (Ex. Canola Sales in Trucking Income section). It woul...
over 1 year ago in Setup 3

Opening Balances for Payroll

Create a form where, if a company starts using AgExpert in the middle of the year, you can add opening YTD numbers for each of the employees or use an import feature just for employee records.
over 3 years ago in Payroll 0

Create search box for bank rec window or make transaction list sortable by date, description and amount.

this would be really really helpful for finding transactions that need to be cleared
almost 7 years ago in  0

Add new security role for invoicing

I have a customer that has 5 different people entering invoices and 1 primary bookkeeper that does everything else. The primary bookkeeper does not want those who enter invoices to have acess to ther other data - solely the capability of entering ...
about 5 years ago in  0

Bank information on Cheques

There is no banking information printed on the cheques, how do i get this information on it, with bank account and cheque number
over 1 year ago in Reports 1 Will not implement

Make Business Information permanently on the cheque stub

A couple of reasons to do this: 1 - pay stubs require this information to be printed on the stub 2 - if a user has pre-printed business information on the cheque, it messes with the cheque itself to select to print business information This option...
over 1 year ago in Payroll / Reports 0

Ability to align cheque stub data

I have a customer that is staying that the data on their paystubs is too high and out of alignment, and they would like us to have a feature where we could align the information to make it more visually pleasing for their employees.
over 1 year ago in Payroll / Reports 0

monthly columns for Income and Expense report

I would like to see an option to add columns for the income and Expense report so that I can see all the months' totals in a side by side format. This will help immensely in cash flow planning. The current cash flow only gives a total for the year...
over 5 years ago in  0