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AgExpert Accounting Ideas
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Clean up the excel and csv reports to use fewer columns. The current format is difficult for trial balance and income and expense.

No description provided
5 months ago in Reports 0

Ability to edit agristability codes

AgExpert Analyst allowed users to edit the agristability codes and names, as well as delete codes no longer in use. This would help keep the list clean and concise. As well, I have spoken to some customers who said after they migrated their data t...
11 months ago in Inventory / Setup 0

Payroll - Save Draft feature when creating cheques

"Good afternoon, is there a way to save payroll while in process? I had several transactions entered and needed to change the set up for one employee so I went back and lost all the payroll I entered. "
11 months ago in Payroll / Transactions 0 Planned

Include email on invoices

A customer requested that we add the ability to include emails on invoices
almost 3 years ago in  0

Share restriction - POS only

A bookkeeper requested the ability to share her account witha user who enters solely invoices and quotes, but she doesn't want him to be able to view or be able to edit anything else. This would make it easier to manage invoices and payments becau...
over 4 years ago in  0 Planned

Loan Balances

It would be useful if loan balances were displayed in the Sales/Withdrawal screens when making a Loan Payment/Addition. Perhaps it could go in the 'Detail' column, like it appears with Accounts Payable.
over 4 years ago in  1

Trends and Forecasting

Does the AgExpert platform offer various tools to track and visualize data, making it useful for monitoring trends?
11 months ago in Other 1 Planned

Two Screens

I would like to be able to pull the windows inside Ag Expert over time another screen. Report come up on a second screen but it would be nice to move the bank etc to a second screen.
about 5 years ago in  0

If I have 2 invoices from a vendor, one debit and one refund and the refund is greater and the net refund is applied to a MC, why can't I post both in the A/P module?

No description provided
6 months ago in Transactions 1 Already exists

Increased function for Transaction templates

User would find it very helpful to be able to apply transaction templates to imported transactions. It's a useful feature that they cannot currently make use of due to using the bank import feature to enter most of their transactions.
almost 3 years ago in  0 Planned