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AgExpert Accounting Ideas
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Ability to lock fiscal years

A bookkeeper called in stating she had a client who accidently entered a ton of transactions in the past year instead of the current year We don't have a batch reversal too so it was a bit cumbersome to go reverse and re-enter all the transactions...
over 5 years ago in  1

Dans le journal des paies quand on fait un changement il ne devrait pas se faire dans les années antérieurs EX je fait un changement en 2022 il ne doit pas apparaitre en 2017

No description provided
9 months ago in Accounting - Web 1 Already exists

USA receivable customer

There isn't the option to create American customer addresses; no zip code and state options.
over 1 year ago in Other 1

Cancel button verification

transaction screen - add a verification step to the cancel button.. or move the button into a different space. Currently, it is too easy to hit the button by mistake when adding a line.
over 2 years ago in Transactions 1

Total the sub-accounts on income and expense report

Example: "Repairs" is the sub account and there are multiple types of repair expenses within like machinery, fence, truck, and building. Right now, the income and expense report gives totals of each individual account. I would like it to also give...
over 5 years ago in  0

ability for marketing advisors to only see inventory

The ability for our grain marketing person to have access to AgExpert but only see the inventory - not the loans, assets and other expenses.
10 months ago in Other 0

ability to select certain lines for invoices

The ability to deselect certain parts of a transaction when sending an invoice. For instance, when selling a Capital asset it would be good to only select the dollar value that the customer is buying it for instead of all of the other transactions...
10 months ago in Transactions 1

warning before going back a screen in a transaction

It would be great to have a "warning do you want to go back/exit screen" when entering transactions. Multiple times I enter a transaction and with the type of mouse I use (Apple Magic Mouse) I accidentally lose all of my work due to an accidental ...
10 months ago in Accounting - Web 0

Clean up the excel and csv reports to use fewer columns. The current format is difficult for trial balance and income and expense.

No description provided
over 1 year ago in Reports 0

Collaborate with Auto Entry, Dext etc.

would be beneficial to be able to streamline entries with the help from popular third party apps.
over 2 years ago in Integrations / Transactions 0