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AgExpert Accounting Ideas
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Line for purchase order numbers

currently there is a line for invoice number but no line for customer purchase order number when making a invoice
about 1 year ago in Setup 0

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 4 years ago in  0

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 6 years ago in  0

when enting payable invoices - add vendor terms

Some vendors have different terms and I would like to have my payables show when they are due - i.e. some vendors are 15 days, some 30 and some the end of the growing season- fixed at Nov 30. This would be very helpful
over 1 year ago in Reports 0

printed reports insert page breaks for no apparent reason - why?

It's that time of year where I am printing general ledgers, capital asset reports, etc. Whether the report is printed on paper or exported as a pdf, there are these random page breaks inserted for no reason that I can understand, making reports th...
9 months ago in  5

Add ATB Business to connectable banks

Will only allow ATB Personal to connect.
about 1 year ago in Other 0

Apiculture (Beekeeping) Setup Category

When initially setting up AgExpert as a user, I would suggest that a category for Apiculture (Beekeeping) would be useful to my subset of users so that we could hit the ground running with a predetermined chart of accounts, etc., for our community...
9 months ago in Setup 0

Ability to change liability account types from liability to loan and vice versa

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...
almost 2 years ago in Setup 0

WCB/WSIB - Make a selection to process a quarterly remittance

WCB/WSIB - Make a selection to process a quarterly remittance. Currently the remittance option is only monthly.
almost 2 years ago in Payroll / Reports 2

Ability to batch print statements for clients

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...
almost 2 years ago in Reports 0