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AgExpert Accounting Ideas
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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

Ability to auto carry forward cca ending balances to beginning balances

I had a customer request that at the end of the year AgExpert could provide an option for those who wish to carry forward their end CCA balances over as beginning balances.
7 months ago in Reports / Setup 0

Duplicate invoice#/reference Warning

When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.
8 months ago in Transactions 2

Customer & Supplier Report Listing

Would be convenient if we could print a customer or supplier listing that compiled their information (name, address, phone#, email, etc.) all into an excel spreadsheet. Instead of having to go through each one individually.
6 months ago in Reports 0

Ability to batch print statements for clients

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to des...
10 months ago in Reports 0 Planned

Formatting issue: Commas needed in dollar figures when adding a transaction

When adding a transaction (withdrawal, deposit, bank transfer, etc.) there are no commas in the number format for the dollar figures. So $10,000.00 looks like $10000.00. This makes it easy to make mistakes when making entries.
8 months ago in Transactions 0 Planned

Invoices - Ability to change font sizes

Invoices - Ability to change font sizes
8 months ago in Reports 0

Have a "flag" option for ask my accountant

It would be helpful to be able to enter a transaction in the correct category and still be able to flag it to ask the accountant a quick question about it; rather than have an entire ask my accountant section and then have to re enter once the que...
8 months ago in Transactions 0 Planned

Inventory Integration with AgExpert Field

Inventory integration with AgExpert Field would be great, so that the inventory could be updated when harvested in AgExpert Field, and then when the sales are made they would deduct from inventory in both AgExpert Field and AgExpert Accounting
almost 2 years ago in  0

Notes/Comments Section to show on Invoices

Adding additional notes about the invoice/work done on the invoice. Was nice in AgExpert Analyst
11 months ago in Reports 4 Planned