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AgExpert Accounting Ideas
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Accounting - Web

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Force Bank Transaction Updates

It would be useful to be able to click an update button and request the program to update the pending/bank transaction list. This is a feature available in Quickbooks.
12 months ago in Transactions 1 Already exists

prompt on commodity sale iin Accounting if inventory is tracked and has not been entered (similar to desktop version)

can easily be missed when posting
almost 2 years ago in Inventory / Transactions 0

Ability to edit bulk fair market values

Presently you need to edit each capital asset or account via chart of accounts manually to update the FMV, and this can be quite time consuming. It would be great if under More menu there was a spot labelled Fair Market Value where a user could ch...
almost 2 years ago in Setup 0

Notes on paycheque

Analyst had a memo part on the pay cheque that you could make a note. For example the bonus was for 2024 performance bonus.
about 1 year ago in Payroll 0

Total of FMV for each capital asset per class

These values, at present have to be manually totaled
about 1 year ago in Reports 1

The ability to memorize reports would be great, instead of having to re-enter our choices every single time.

No description provided
about 1 year ago in Reports 0

Ability to import Chart of Account - Balance Sheet Accounts using .xls or .csv file when starting up as a new user

For Instance - File format: Account Number, Account Name, Account Type, Opening Balance 1000, Chequing, Bank,6782.45 1005, Savings,Bank,542.61 ... 2020, TD Visa, Credit Card, 27.55
about 3 years ago in Setup 0

Please include sheep as part of business setup.

No description provided
about 1 year ago in Setup 1

Printable Payable Payment similar to an invoice

We have a lot of farmers or business that either do work for us or contract feed hogs for us. I am the one calculating the amount I am paying them and HST, it would be very convenient if I could simply print of a Payable statement that displays th...
about 1 year ago in Reports 0

Ability to change account range numbers on categories in the chart of accounts.

The preset account categories are great for someone starting new or moving from analyst, but if you are moving from another program and keeping those account numbers the categories don't align (Ex. Canola Sales in Trucking Income section). It woul...
about 1 year ago in Setup 3