Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Import memorized entries from Analyst files

A customer requested today that we upgrade the migration tool so that it imports memorized transactions as templates. Thank you!
over 3 years ago in  0

Reports - Remember recent used contacts

It would be very time saving if when you opened a report, selected a supplier or customer, that the next time you bring up the report that on the right it would the contact of the report you last used, so you could just click on it instead or havi...
almost 2 years ago in Reports 0

Transaction Screen for All Bank Accounts and Credit Cards

I would love to have a posted transaction screen for each account, credit cards and loans....not just a report to pull everything up. Something that looks like the bank rec screen.
almost 2 years ago in Reports / Transactions 0

simple help page

I live in an area where phone coverage is spotty and internet is slower. so having a help feature that can quickly explain each feature an how to use it properly would be huge. As I am a new farmer and trying to keep books as orderly as possible, ...
over 3 years ago in  1

Have an icon in transaction reports, that would automatically load the last page of “transaction reports” when you requested to open the transaction report screen.

No description provided
over 3 years ago in  2 Already exists

Tags and/or commodity allocations

The ability to tag or allocate transactions to commodity groups and view tag/commodity specific reports - allocations are a feature in analyst that are missed here
over 3 years ago in  0

Create an Accounts Payable Printable Record

When we pay other companies and farms, alot of the time, the commodity we are paying for is being tracked by us, and us alone. For example, pasture (we keep track of the days grazed) and straw each fall (We track how many bales are made and how ma...
over 3 years ago in  0

As a user I want to be able to view my clients overpayments on Statements

As a user I want to be able to view my clients overpayments on Statements. If all items are paid of on the statement i want to be able to generate a receipt of all paid.
over 7 years ago in  0

Disable ability to add sub-accounts to capital asset asset accounts

I recently helped a customer clean up their cca asset accounts in the chart of accounts It was a bit of a mess...They were able to add subaccounts to the 1800 classes, and because they put opening balances in we couldn't delete them after. The cus...
almost 2 years ago in Setup 0

Hide Loans with a zero balance

Have the ability to hide mortgages and loans with a zero balance from the main Chart of Accounts to clean it up.
almost 2 years ago in Setup 2 Already exists