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AgExpert Accounting Ideas
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Ideas

monthly columns for Income and Expense report

I would like to see an option to add columns for the income and Expense report so that I can see all the months' totals in a side by side format. This will help immensely in cash flow planning. The current cash flow only gives a total for the year...
about 5 years ago in  0

Setting up corporation short fiscal year less than 12 months

When setting up a new corporation that started on June 15,2024 and year-end of November 30, 2024, Only workaround is choosing a year-end date of April 15, 2025, complete the setup and then go under business information and changing the year-end to...
over 1 year ago in Setup 0

Potential API - Square

A customer wants us to look into the possibility of having an API partnership with Square, an invoicing web-app. https://squareup.com/ca/en/invoices
about 5 years ago in  1

It would be nice to be able to add account numbers while entering transactions.

No description provided
over 3 years ago in  0 Already exists

Printing Cheques from Payable Charge Accounts and Automate Transactions

We are having an issue where amounts are to be recorded into accounts payable and then approved to be paid before cheques can be printed. We are looking for a way to print a cheque based on the payables entries and include multiple payables on tha...
almost 2 years ago in Transactions 0

Bank rec. - Archive old entries option

There are some users who would like to use the bank rec. feature but don't, because they are overwhelmed by the fact they have years of uncleared entries that carried forward, making it rather difficult to focus and filter thru every time. The cur...
almost 2 years ago in Other 0

Being able to navigate the date selection similar to AgExpert Analyst.

This was very helpful especially when choosing a date that was months or years in the past. I always appreciated how much easier it was in Analyst then other accounting programs I use.
almost 2 years ago in Transactions 1

Ability to track cost of living

I'm not sure exactly how this would be accomplished but a customer requested the ability to track the cost of living, perhaps we could do this by being able to benchmark expense balances between multiple years.
over 3 years ago in  1

Reports open in a new tab instead

It is presently time consuming to view multiple reports at once. Users and accountants need to do be able to view multiple reports at once for a variety of a reasons. Presently a user would have to click a report name, export it, and then return t...
over 5 years ago in  0

Import memorized entries from Analyst files

A customer requested today that we upgrade the migration tool so that it imports memorized transactions as templates. Thank you!
over 3 years ago in  0