Transferring from Analyst to Accounting... And there is no reporting by grade in Accounting. I can now adjust the value by grade in Accounting which was not available in Analyst - which I like! BUT the advanced detailed inventory report in Account...
In Ag Expert desktop there were a lot of keyboard shortcuts that I found useful instead of tabbing through to the save button, I would like to see a key board short cut and for the other common actions such as loading a saved transaction.
I would like to be able to get an API token, I have other software and I have to enter everything twice, this way I can just use my other software, Quick books give me an API so I can bring in invoices or bills in from another system
Customer wants to create a quote to give to a potential customer, and if the quote is approved the customer wants to be able to to create an invoice out of that. This would improve workflow. Thank you!
In the planning tool, can a multi-year cashflow be added. It could look similar to the FCC Analyst tool that Relationship Managers are already using for loan applications.
Would love to see it displayed with the grades under each heading tabbed in so it sperates better. Also would love to have an option to expand or close each heading all at once. It can get very confusing.