All ideas

I would like more options in the income statement and balance sheet, especially the option to show a monthly or quarterly report for the selected year.

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.

It would be great to have a toggle button so that you can show accounts with a zero balance on any report

I would like to be able to set the reporting of the income statement to accrual rather than having to select it each time.

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?

This would help reduce the number of times I need to enter transactions for accrual accounting. When entering a payable charge, I would also like the ability to enter the date and account that the payable payment comes from. Effectively entering 2...

Would like there to be sort by invoice number in Outstanding Receivables and Payables reports. I used that monthly or more in Analyst. Right now I am told just export to excel and sort there. For such a complicated accounting system, I am sure the...

When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...

There is times where i already have a transaction created and find the receipt later, it would be nice to be able to just add the receipt through the mobile app.

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....