AgExpert Accounting - Web

In the purchases or sales transaction list screens I had a customer enter transactions stating they were not showing up in the list, only to find out that the screen sorts the entries by date, instead of relevance. The customer had to reverse all ...

Sometimes there are old capital assets with transaction history that remain on a set of books but are no longer in possession, for whatever reasons. Some ideas to improve the overall user experience: 1) Ability to show/hide capital assets, or mark...

Customer had to disconnect and reconnect his bank to plaid to get around a 2factor error message, and all the entries appeared again to review even though they were entered. It would save users time if each entry in the review transactions screen ...

Currently you can't access your transaction templates when importing transactions which doesn't make any sense. Please make the templates usable when importing transactions.

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.

Would love to see it displayed with the grades under each heading tabbed in so it sperates better. Also would love to have an option to expand or close each heading all at once. It can get very confusing.

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.

It would be nice to have a list of the all recent transactions in a centralized location (dashboard). It is annoying to have to go into each section (purchases, sales, General Journal) to see what were the last transactions to check if/what has be...

Create a monthly Accounts Receivable report that breaks the charges and payment down per month and gives a total per month.