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AgExpert Accounting Ideas
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Being able to edit and add/change serial numbers from capital asset list

Then I do not have to go back into past years and edit transactions that will then possibly have an impact on past reconciliations
over 2 years ago in Reports 1

Two Screens

I would like to be able to pull the windows inside Ag Expert over time another screen. Report come up on a second screen but it would be nice to move the bank etc to a second screen.
over 6 years ago in  0

API access

I would like to be able to get an API token, I have other software and I have to enter everything twice, this way I can just use my other software, Quick books give me an API so I can bring in invoices or bills in from another system
6 months ago in Integrations 0

Allow users to update FMV on individual capital assets

Presently you need to go to the chart of accounts and edit the cca class to change the fair market value (FMV). It is a bit tricky to find. Can we make it easier to update, and have the fmv field available under capital assets when editing individ...
almost 6 years ago in  1

2 yr Comparative Report or statement option

The ability to generate a 2 year balance sheet or income statement with a 3rd column showing the net dollar change between the 2 years
almost 6 years ago in  0

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

No description provided
over 1 year ago in Transactions 2 Already exists

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 6 years 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.
about 7 years ago in  0

Multi-Year Forecasting

In the planning tool, can a multi-year cashflow be added. It could look similar to the FCC Analyst tool that Relationship Managers are already using for loan applications.
7 months ago in Reports 0

Ability to sort by newest entries on top

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 ...
over 3 years ago in  0 Already exists