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AgExpert Accounting Ideas
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Accounting - Web

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Template journal entry/modèle d'écriture pour journal général

Add template option for journal entry/Ajouter la possibilité de créer des modèles pour les écritures de journal.
over 1 year ago in Transactions 0

Upload purchase orders from spreadsheets

Customer is starting to use AgExpert Accounting and wants to be able to upload purchase orders recorded on a spreadsheet into AgExpert Accounting. This is to verify the order has been picked up and invoiced correctly.
over 1 year ago in Other / Transactions 0

split payment method

would it be possible to split the payment method between two accounts ie: when you have a gift card (cash on hand account) and put the balance of invoice on CC
over 1 year ago in Transactions 1 Already exists

Solution to "Required Supplier" to enter transactions

The desktop version, I used to leave the "Supplier" entry blank as alot of the entries I put in don't require a supplier. I have an operating line, its treated like a loan though instead of an account that I frequently draw from. I can't do a Bank...
over 1 year ago in Transactions 0

the 2 step process for posting payables is a little confusing if there could be a easier way that would be great ul dbe gret

No description provided
over 1 year ago in Transactions 1 Already exists

Modern and Classic View options

After speaking with many existing AgExpert Analyst users on the upcoming AgExpert Accounting platform, one key thing that seems to worry a lot of people is the data entry change will be significant, to a point where it slows down their day-to-day ...
over 7 years ago in Other 0 Will not implement

Default Tax (GST & PST) for each Contact

I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. Fo...
over 7 years ago in Setup / Transactions 0

Save/Memorize different styles of invoices

If someone was operation two business that co-relate to one another and wanted them under the same datafile, but created separate invoices for each company for their customers, it would be ideal to save them both and just select which one you want...
over 7 years ago in Reports 0 Will not implement

AgExpert file to help with farm succession accounting when there is more than one (multiple) companys.

One file but separate companys. Set up so that transactions and transfers between companys only need to be entered once. Example - Bank transfer from Co.1 to Co.2 ........Enter the transfer into one company and it would automatically enter it in t...
over 7 years ago in Other / Setup / Transactions 1

Enter all loan information

Would sure like to be able to enter all loan information, that is received from the lender, into the program, and that the accountant would then be able to see all the particulars. Ideally, it would be connected to a calendar and loans calculator,...
about 7 years ago in Transactions 0