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AgExpert Accounting Ideas
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Accounting - Web

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Invoice templates

I would really like to see some more options on the invoice templates. If for example I use the orange template, I like how my information versus client information lines up, but the colour is a sweet orange, does not go with my logo which is blue...
5 months ago in Other 0

Search functions

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
over 1 year ago in Reports / Transactions 2

Print cents (00/100) when writing amount on cheques where amount is even dollars

Print cents (00/100) when writing amount on cheques where amount is even dollars
5 months ago in Other 0

double invoice alert

No description provided
7 months ago in Reports 0

Filter Option in the Capital Asset Report

Would it be possible to add a filter option to sort by Class right in the software?
4 months ago in Reports 0

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
9 months ago in Reports 0 Planned

ability for marketing advisors to only see inventory

The ability for our grain marketing person to have access to AgExpert but only see the inventory - not the loans, assets and other expenses.
about 2 months ago in Other 0

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
about 2 months ago in Transactions 1

warning before going back a screen in a transaction

It would be great to have a "warning do you want to go back/exit screen" when entering transactions. Multiple times I enter a transaction and with the type of mouse I use (Apple Magic Mouse) I accidentally lose all of my work due to an accidental ...
about 2 months ago in Accounting - Web 0

Sending Invoices to multiple people

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
about 2 months ago in Transactions 2