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AgExpert Accounting Ideas
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Bulk file upload - multiple entries

I get several emails with PDF attachments. I am very busy, so am putting them into a folder to be posted. They are a mixture of deposits, withdrawals, payables. Currently I am not able to upload the entire file. This is taking a lot of extra steps...
about 2 months ago in Transactions 1 Already exists

Ability to view an invoice without downloading

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
over 1 year ago in Reports 1

Add the Chart of Accounts to Transaction Search

I would like to be able to find transactions within the chart of accounts. I can remember land rent not when, to whom, or how much.
6 months ago in Transactions 1

Batch edit/reversals of Paycheques

Currently you need to click on each Paycheque in order to modify the cheque and re-number it, or to reverse it, which is time consuming if you have 100 cheques to run. We can edit the paycheques to change the cheque number, but that is all. It wou...
about 1 year ago in Payroll 1

Ability to delete customers or suppliers if no transactions tied

Recently I had a customer who accidently entered +200 customer contacts in the wrong business, in their case it was actually a pretty easy mistake to make as both business names are similar. There were 0 transactions tied to the entries and the us...
12 months ago in Setup 0

Allow negative Withdrawal Transactions (Refunds) in Credit Card

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.
over 4 years ago in  7 Already exists

On your invoices, have a column to show which items are being charged with HST and which are not.

Customers do not know which items are being charged HST
about 1 year ago in Other 0

Ability to use the + and - sign to change the date and add an invoice #, like we were to do in desktop version

I would like to have the option to use the + sign or the - sign when changing the date, instead of having to type in the date every single time we are posting a transaction. Same with invoice/cheque #'s - we used to be able to increase or decrease...
11 months ago in Transactions 0

Livestock Module similar to Crops and Inventory Management in AgExpert Field

Integrate the management of Livestock within the AgExpert family. Manage Beef Cows, track calves, weights, growth, sales, daily gain, pastures, CCIA tags, farm tags, track blood lines, sires and results.
9 months ago in Other 0

Be able to work across multiple tabs that update when you switch to them.

It would be very useful to be able to have multiple tabs open at the same time. This way when entering information in one tab, if you forget something you can check it out in another tab without closing what you are in and coming back and restarti...
9 months ago in Transactions 2 Already exists