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AgExpert Accounting Ideas
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Printing preferences

would it be possible to be able to pick when printing reports such as general ledger or bank Rex’s to be able to pick between single or double spaced?
6 months ago in Reports 0

Withdrawal transactions should default to expense selection in transaction box

Keyboard flow is not very good when entering transactions. You always need to use the mouse to select 'expense' and then get back to key board. Using the desktop version of the software as a template you could improve a lot of spots. Account also ...
over 1 year ago in  1

Ability to merge customers

Sometimes a customer gets entered in twice for various reasons (ex. personal name rather than farm/business name, or spelled incorrectly so it didn't populate as an already existing customer)
almost 5 years ago in  0

Ability to copy budgets forward

A few customers have requested the ability to copy budget values forward, as this would save them a lot of time each year.
almost 2 years ago in  0

Transaction Templates Available with Imported Transactions

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.
almost 2 years ago in  0

Add ATB Business as a banking option. Baffled that it doesn't exist in the list currently.

No description provided
6 months ago in Transactions 1 Already exists

Indicate if a Transaction has been reconciled on main transaction list

On the transaction list pages, having a check mark (maybe on far right side) to indicate that this transaction has been included in a bank reconciliation.
over 5 years ago in  0

Summary income and expense report

A summary view of income and expenses would be helpful. It would be beneficial to see a condensed report based on categories, instead of all the individual accounts that make up the category total
12 months ago in  0

Quick reverse

Users want to be able to press the ellipsis button and select reverse, instead of having to go into the transaction first. Saves time. A few people have said it is frustrating the way it is now.
almost 6 years ago in  0

Easier way to change dates on transactions when mistakes are made

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...
6 months ago in Transactions 0