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AgExpert Accounting Ideas
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Accounting - Web

When you connect to the bank it updates all accounts - just click the ones you want done

Instead of logging into the banking system four times to update chequing, credit cards, HISA, etc -log in once (after all set up) and check off all accounts and one log in does it. Too repetitive to keep logging in.
3 days ago in Integrations 0

Accounts Receivable and Accounts Payable Reports

It would be great to have additional reporting options for Accounts Receivable and Accounts Payable, so you can choose between the following (as currently it only gives you detailed reports): Summary Reports – A quick overview of outstanding bal...
24 days ago in Reports 0

Report Formatting and Appearance

One feature I really appreciate about AgExpert Analyst is the clean, easy-to-read formatting of its reports. I find that the reports in Analyst have more readable fonts, better spacing, and clearer distinctions between account totals and the next ...
24 days ago in Reports 2

It would be nice to turn off the AgriStability classes as they come up with some transactions.. It was easy to do in AgExpert Analyst as not every farm uses this program.

It is clutter and unnecessary for our operation to see and use this unnecessary feature.
18 days ago in Transactions 1

Quick Access to Bank Transactions from the Dashboard

It would be helpful to be able to click directly on a bank account from the Dashboard and view its transaction listing, rather than having to navigate through the Reports section. This would make reviewing bank activity much quicker and more conve...
24 days ago in Transactions 0

Income and expense report - add custom date range filter for 5 year comparison

Customer would like us to add a custom date range filter for 5 year comparison income and expense reports.
about 1 month ago in Reports 0

Ability to have a paid by charge or paid by cash option on sale invoices

Ability to have a paid by charge or paid by cash option on sale invoices, as Analyst did. It would be nice if there was a convenient toggle option. Requested by a customer.
about 2 months ago in Transactions 0

Memorized Transactions

There are often transactions that you know will occur on repeat, like a vehicle lease or loan payment, etc. Instead of needing to reinput every month, an option to memorize that transaction based on monthly, weekly, biweekly schedule so it automat...
about 1 month ago in Transactions 0

Automatic filtering of Agristability classes

It would be nice to have the agristability classes filtered to your sales category. If I pick "Durum" as a sale account, the Agristability codes should show all the durum codes first. If that is too hard, the ability to "favorite" Agristability co...
2 months ago in Transactions 2

Ability to adjust inventoy to a value instead of by subtracting or adding to the original amount

It would be faster and simpler if I could have the option to adjust inventory to a value instead of subracting/adding to the original inventory value.
5 months ago in Inventory 3