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AgExpert Accounting Ideas
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Search functions

It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
about 1 year ago in Reports / Transactions 2

Remittance Slip

After a payment has been made it would be nice to email a remittance slip straight from the program to the customer you paid
about 2 months ago in Payroll 0

Deposit - Customer balance displayed

This was a feature available in Agexpert Analyst. Deposit window would show if the customer had a balance owing on their account.
almost 2 years ago in  1 Planned

Add column options to purchases

In order to go through expenses and income to confirm details are correct, numbers are right etc. would be good to have more options for columns, such as the description, account, etc. so you could filter by account and other details from an overv...
about 2 months ago in Transactions 0

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
3 months ago in Reports 0 Planned

Allow monthly comparative income expense report over 2 fiscal years

I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.
about 2 months ago in Reports 0

Reconciliation account default

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...
8 months ago in Other / Transactions 2 Planned

Allow negative Withdrawal Transactions (Refunds) in Credit Card

Under current parameters Withdrawal transactions cannot be negative and a Debit entry must be used. This makes makes Refunds to a specific Expense account impossible and you have to put a Refund into some other Income account.
over 3 years ago in  3 Already exists

Transaction search abilities and other things

I love the program still, however trying to get used to this new look has been rather cumbersome. I miss the ability to view the transactions quickly and SEARCH THEM while putting through another transaction. The previous setup on the computer sof...
over 2 years ago in  1

Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
7 months ago in Reports 0 Planned