Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

Accounting - Web

Customizing CNESST frequency

Accounting is only allowing Monthly remittances. It would be good to be able to customize the frequency as needed, quarterly and annually.
about 1 year ago in Payroll 0

FCC customer transactions upload CSV

Now that there is a CSV export option on the FCC online services, it would be nice to be able to import those into AgExpert. The format is incompatible as it currently does not jive with the columns. Seems like it would be a very easy fix and prov...
4 months ago in Integrations 0

Purchase order creator

Would be nice if this software could process and make purchase orders with suppliers and larger connect them to inventory and invoices to be paid, when dealing with international suppliers need to be able to send professional looking PO's for cust...
9 months ago in Transactions 2 Planned

Machinery expense

In a year we are able to put expenses for a piece of machinery. But when the fiscal year ends those numbers go away and start fresh. It would be nice to be able to have a report shows how much was spent on each piece of machinery in the lifetime o...
5 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.
about 1 year ago in Reports 0

Be able to select a transaction from my bank statement upload and match it to my scanned receipt from accounting app

I really like the accounting app for scanning receipts and would like to be able to Match those to my uploaded statements or connected bank accounts. I'm running into most of the issues with credit card transactions because the dates don't line up...
5 months ago in Transactions 0

Memorize report filters based on last used

It would save a ton of time, help prevent mistakes and provide a better user experience if the report filters loaded by default were based on the last settings used. Example: Yesterday I helped a client reconcile some payable charges. We had to go...
almost 2 years ago in Reports 0

Ability to show accounts with a zero balance

It would be great to have a toggle button so that you can show accounts with a zero balance on any report
5 months ago in Reports 0

Record a payable payment form the payable transaction creen.

When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....
5 months ago in Transactions 0

Change New Year Inventory Grade

I need to change the grade of the new year opening inventory but can't until I have transactions. My data was transferred in so have 2 #2 Canola etc and want to make the program one what I use.
5 months ago in Inventory 1 Already exists