AgExpert Accounting Ideas
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Accounting - Web

    Ability to edit agristability codes

    AgExpert Analyst allowed users to edit the agristability codes and names, as well as delete codes no longer in use. This would help keep the list clean and concise. As well, I have spoken to some customers who said after they migrated their data t...
    about 2 years ago in Inventory / Setup 5

    Add snapshot function to cloud based Agexpert accounting

    I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...
    over 3 years ago in Other 0

    A more inclusive dropdown calendar would be nice.

    The dropdown calendars should show complete weeks, including the last days of the previous month and the first days of the next month. This is better when your statement is does not follow the month end.
    7 months ago in Transactions 0

    Ability to view transactions for individual chart of accounts while in the chart of accounts

    Click on a specific chart of accounts and print/see what transactions make up the balance.
    over 3 years ago in Reports 0

    Sort by invoice number in RP

    I want to be able to sort by invoice number when entering Receivable payments. It seems that Audit numbers are very important to this program and I don't know many bookkeepers who know transaction or look for transactions by audit number.
    11 months ago in Transactions 3

    ability to change account numbers to match CRA account numbers for corporations

    I am am accountant and several years ago I changed all my account numbers to match CRA account numbers for corporations (ie fertilizer is 9662). This makes is it easy to relate to Schedules on tax returns for clients. If they see fertilizer as cod...
    about 1 year ago in Setup 1

    We would like to submit our Agristability to SCIC from Ag Expert.

    It would reduce the workload tremendously
    7 months ago in Inventory 1

    Automatically adjust the federal and provincial claim amounts for the new year or have option to apply a change to multiple employees instead of individually having to change it for every employee at the beginning of the year. This would also be a helpful option for adjusting wages and WSIB rates.

    Time saver for book keepers and less chance of error. Should be able to select multiple employees and change the WSIB rate, Federal/Provincial claim amounts and wage. It is incredibly time consuming when you have multiple employees to change their...
    almost 2 years 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...
    8 months ago in Integrations 0

    Have a "flag" option for ask my accountant

    It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
    almost 2 years ago in Transactions 0