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Accounting - Web

Showing 332 of 526

Warn if reference number was previously used

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.
6 months ago in Transactions 1

Setting for "All Year" for T4 Generation

When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...
about 1 month ago in Payroll 2

Hourly entry for employee vacation, stat holiday and "other".

Analyst allowed us to enter the number of hours taken for vacation, a stat holiday or "other" and Analyst would then apply hourly wage rate to hours taken and generate the dollar amount for the pay cheque. Accounting is making me do the math for t...
14 days ago in Payroll 0

when start software - default the date to today

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
7 months ago in Transactions 7

Search from Transaction Screen

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
3 months ago in Transactions 0

Invoices - file name of downloaded invoice should be customers instead of owner

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...
about 2 months ago in Transactions 0

Streamline inputting transactions

We always have to pick from drop down list. Type of transaction only works for first line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if...
3 months ago in Transactions 0

Review payroll before run payroll

I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
7 months ago in Payroll 4

When adding a line in a withdrawal transaction, it would increase efficiency if it would automatically start as an EX line rather than being blank.

This would simply save some clicks. Currently the tab has to be clicked every time, but a typical transaction has multiple expense lines. If it is something different, like a PP, it wouldn't add any time to change it to PP from EX from the time th...
8 months ago in Transactions 0

Livestock Module similar to Crops and Inventory Management in AgExpert Field

Integrate the management of Livestock within the AgExpert family. Manage Beef Cows, track calves, weights, growth, sales, daily gain, pastures, CCIA tags, farm tags, track blood lines, sires and results.
about 1 month ago in Other 0