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AgExpert Accounting Ideas
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the option to "pin" a supplier

have the option to "pin" a supplier in the purchase screen so if you are doing multiple invoices for the one supplier you dont have to keep picking them everytime you do each invoice
almost 3 years ago in Transactions 0

Allow any numerical data input areas, such as total, to behave as a calculator as well.

For example in the transaction entry screen where you enter the total, if I can put in 45*15.3 and it calculates the value for me automatically and puts that value in the total upon leaving the control. That will help reduce the need to switch to ...
almost 8 years ago in  1 Will not implement

Chart of Accounts 1200/2100 - Show balances beside contacts

When setting the historic charges for a/r or a/p, it would be useful if when you see the list of contacts it showed the balances beside their names, so we could easily see which contacts have had their charges set and for how much in total.
9 months ago in Setup 0

To be able to do quick reports on all accounts while in the chart of accounts would be very helpful.

No description provided
over 3 years ago in Reports 0

General Ledger amounts owing in display

Would it be possible to see the amount owing in each of the accounts in the general ledger like the old ag expert program. It was a tool I used often in the old ag expert program to look up amounts owing in the general ledger
9 months ago in Other 1 Already exists

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusti...
over 1 year ago in Transactions 0

in the receivable charge we need a "Due on the 15th of the month, Or Due on the 31st of month"

When I send out bills i want them to pay by end of Month or on the 15th of every month.
9 months ago in Accounting - Web 0

Drill down feature

Drill down feature in reports like the Trial Balance is very useful to quickly see what is going on. Saves time.
over 1 year ago in Reports 1 Already exists

To be able to use tax codes for other provinces that your business buys from or sells to.

When setting up your business information, you should be allowed to pick which provinces that you do business in, so the proper taxes are used. For example in my case my farm is in Quebec but we border Ontario. All the farm dealers are in Ontario,...
almost 4 years ago in Transactions 1

Create a Duplicate/Create a Copy option

It can be a quick and easy way to be able to create copies of invoices or expenses without having to use the template feature.
about 3 years ago in Transactions 0