AgExpert Accounting - Web

Similar to AgExpert Analyst, we need to add the ability to pay off multiple invoices in an RP or PP line at once. Having a separate line for each invoice when it's the same contact is very frustrating.

The item does not keep the order it was entered, if you print it.

A customer requested an efficiency enhancement for AgExpert for some autocalculation capabilities, for example when you enter a quantity and then the amount that it automatically updates the unit value field, or vice versa. This customer expressed...

I wish I could store electronic documents in a transaction entry by drag and drop (like an attachment on an e-mail). Would be super awesome for my electronic receipts to store right with the transaction entry. I would never have to dig through fil...

We have a suggestion/request for the invoicing creation part of the program. We find that when we try to open an invoice that was previously created, the lines of the invoice are all unorganized and not in the way the invoice was originally create...

The Balance Sheet report should be able to be generated as at a specific date. Entered this on behalf of a customer. I think/believe this should be considered as a requirement rather than a suggestion if everyone is aligned. When auditing, it is l...

I want the system to automatically generate an invoice number when creating a receivable charge for my customer. I shouldn't have to create my own and then have to remember or go back and try to search, what was the last invoice number that I used...

I was working with a client recently and we were entering a a series of journal entries. The client had a bunch of duplicate and similar accounts and the only way we could confirm the correct account was by checking the balance. Unfortunately when...

A lot of transactions could be made automatically when going through the bank downloads.

Notably: -5 year comparison : a user wants to migrate the data to the cloud but still have access to 5 year comparison reporting. -Customers also want to be able to produce a report by a given date/month.