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AgExpert Accounting Ideas
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Report Options

I just migrated to online accounting. It is cumbersome to have to change the calendar year I am working in, in order to see a report from another year. In the drop down menu on the report page - income and expense for example - you should be able ...
2 months ago in Reports 2

when start software - default the date to today

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?
about 1 year ago in Transactions 7

I would like a customer report to compare sales amounts.

I would be able to see which customers purchase the most hay from me. I would be able to make decisions for frequent purchaser discounts or appreciation events.
29 days ago in Reports 0

Add task reminder

As per customer:"Idea: Can we have a task reminder so we can be reminded on tasks to do in AgExpert such as specific Journal Entries on a specific day. I want to be able to have a way of tracking tasks that I need to do like inventory adjustments,...
about 2 months ago in Accounting - Web 0

Transaction screen - Tab button creates a new row

It would save users time and be more efficient if instead of having to hit the enter key to trigger the add a new row button, you could just keep tabbing after a debit or credit column field was filled in.
almost 2 years ago in Transactions 0

Customer statement

Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure comple...
3 months ago in Reports 1 Already exists

Ability to import a budget instead of manually adding

It would be very beneficial if the budget would be able to be imported from excel (Export the chart of accounts, add the budget amount, then import), rather than manually adding each one individually.
about 2 months ago in Other 0

bank statement conversion tool for pdf. to be imbedded in ag expert.

flinks does not work with affinity CU. statements come in a PDF format and do not download into AG expert. Everyone needs a PDF converter embedded into the program. -forget trying to get Flinks to change, just added a converter. Whatever format yo...
about 1 month ago in Transactions 2

Have the ability to have a different name on supplier cheque

In the old system you could have a different name on the cheque from the name of the supplier. For instance the company name is "City Tractor Supply" but it is locally known as "Joe's Tractor Shop" . The latter name on the cheque would not be cash...
about 1 month ago in Transactions 0

Ability to 'save and new' when entering journal entries

It would be useful to have the ability to 'save and new' when entering journal entries (eg. year-end adjusting entries). I still like to post year-end entries separately, and it's cumbersome to 'save', then have the window close, and then start fr...
5 months ago in Transactions 0