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AgExpert Accounting Ideas
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Ideas

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
over 1 year ago in Transactions 0

ability for marketing advisors to only see inventory

The ability for our grain marketing person to have access to AgExpert but only see the inventory - not the loans, assets and other expenses.
9 months ago in Other 0

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
9 months ago in Transactions 1

warning before going back a screen in a transaction

It would be great to have a "warning do you want to go back/exit screen" when entering transactions. Multiple times I enter a transaction and with the type of mouse I use (Apple Magic Mouse) I accidentally lose all of my work due to an accidental ...
9 months ago in Accounting - Web 0

Sending Invoices to multiple people

Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
9 months ago in Transactions 2

Drill down feature

Drill down feature in reports like the Trial Balance is very useful to quickly see what is going on. Saves time.
over 1 year ago in Reports 1 Already exists

Allow any numerical data input areas, such as total, to behave as a calculator as well.

For example in the transaction entry screen where you enter the total, if I can put in 45*15.3 and it calculates the value for me automatically and puts that value in the total upon leaving the control. That will help reduce the need to switch to ...
almost 8 years ago in  1 Will not implement

USA receivable customer

There isn't the option to create American customer addresses; no zip code and state options.
over 1 year ago in Other 1

Transactions récurentes

J'aimerais que les transactions/opérations récurrentes soient inscrites automatiquement à chaque mois/semaines/jours/année
9 months ago in Transactions 0

To be able to do quick reports on all accounts while in the chart of accounts would be very helpful.

No description provided
over 3 years ago in Reports 0