If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
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.
I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...
I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
Record a payable payment form the payable transaction creen.
When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....
I need to change the grade of the new year opening inventory but can't until I have transactions. My data was transferred in so have 2 #2 Canola etc and want to make the program one what I use.
When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...
Option to email pay stub to employee directly from payroll module
In order to send an employee an electronic copy of their paystub, it must be downloaded from the program and then sent via email. The paystub must be named to differentiate it and there is significant risk in getting pay stubs accidentally emailed...
I would like to be able to review the payroll transaction before I hit "run" payroll, Just to double cheque I have the correct deductions - they change often for our SAWP employees
When adding a line in a withdrawal transaction, it would increase efficiency if it would automatically start as an EX line rather than being blank.
This would simply save some clicks. Currently the tab has to be clicked every time, but a typical transaction has multiple expense lines. If it is something different, like a PP, it wouldn't add any time to change it to PP from EX from the time th...
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