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AgExpert Accounting Ideas
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Trends and Forecasting

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

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.
about 2 years ago in  0

An actual PD4R report

It would be nice to have an actual calendar year PD4R report generated, as opposed to looking at each months remittance, (needing to change fiscal years).
6 months ago in Payroll 0

create the option for a cheque log for reports

No description provided
7 months ago in Reports 0

Ability to "open in a separate window"

Client uses two monitors and would like to leverage them during his bank rec. to so that he can keep his transactions list open to edit them on the left monitor, while leaving his bank rec. window open on the right monitor. Right now he has to sav...
over 5 years ago in  1 Will not implement

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
about 1 year ago in Reports 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
7 months ago in Transactions 1 Already exists

Force Bank Transaction Updates

It would be useful to be able to click an update button and request the program to update the pending/bank transaction list. This is a feature available in Quickbooks.
7 months ago in Transactions 1 Already exists

Conversion of units on the fly

For units on a transactions, if the user could select the units, so if the invoice is in MT but the inventory is set up as Bushels, the user can input the MT units and the system calculates the conversion to bushels for the GL detail, rather than ...
over 5 years ago in  0

Easily create invoices and/or receipts for cash sales

User would like to be able to easily generate receipts for cash sales - such as when selling vegetables for example.
over 5 years ago in  1