Skip to Main Content
AgExpert Accounting Ideas
ADD A NEW IDEA

All ideas

Showing 510 of 510

Ability to have a unit value price tied to income accounts

A customer requested this feature because he sells a product or service at the same rate and was hoping we could make it so that if we could assign a unit price to account, so that when you select it it automatically inserts the unit price for you.
about 1 month ago in Accounting - Web 0

add option to import vendor and client list from an excel file

Since many accounting programs do not migrate into AgExpert it would be helpful to at lease be able to import vendor and supplier lists. Most accounting programs can export these lists to an excel file. If AgExpert were able to import these lists ...
4 months ago in Setup 0

ability to change account numbers to match CRA account numbers for corporations

I am am accountant and several years ago I changed all my account numbers to match CRA account numbers for corporations (ie fertilizer is 9662). This makes is it easy to relate to Schedules on tax returns for clients. If they see fertilizer as cod...
4 months ago in Setup 0

Bank Rec "new transaction" should auto-populate to the bank account you're reconciling.

Currently when reconciling a bank account and adding a new transaction the bank account auto-populates to the last bank account used instead of the bank account you are reconciling. This leads to many entry errors.
about 1 year ago in Transactions 1 Planned

Invoice and statment with late payment interest added

Would like to add a spot on the invoices stating what the interest charges are on past due receivables accounts. Also would be nice if the program would calculate the charge with monly interest, allowing us to re send the statment with interest in...
over 1 year ago in Reports / Transactions 1

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 ...
over 1 year ago in Reports / Transactions 2

transaction searching

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.
almost 2 years ago in  1

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
5 months ago in Payroll 0

Show Aging Receivable Date Ranges on Statement

Would be nice to add an aging receivable row of date ranges, ie. 0-30 days, 31-60 days, 61-90 days, 91+ days when generating a customer statement. I understand there is a report similar to this called "Aging Receivable", however it would be more "...
5 months ago in Reports 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.
7 months ago in Reports 0 Planned