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AgExpert Accounting Ideas
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Ability to view an invoice without downloading

It would be handy to be able to view an invoice, without having to download it. I want to email it out but prior to doing so, would like to view it to ensure its correct. I don't need a downloaded version on my computer. Additionally, having a rec...
9 months ago in Reports 1 Planned

Quantities not showing on the inventory adjustment entries

Why in Accounting there's no quantities showing on the Inventory adjustment accounts? Analyst did have those quantities show. Was this removed on purpose? Customer uses that inventory adjustment report to balance her adjustments, otherwise she bel...
about 1 month ago in Inventory 0

Payroll > Employees - Memorize checked/selected employees

Let's say you want to generate T4's for your employees, so you go to payroll on the left > employees and start selecting employees. If you accidently click beside the box and open the employee profile, then go back, you'll notice everybody is u...
about 1 month ago in Payroll 0

Improved accrual reports

I would like to see true accrual income/expense and enterprise reports. Starting with a trading account for each enterprise: Ending inventory value + Sales + Inventory transfers in less Beginning inventory value + Purchases + Inventory transfers o...
about 1 month ago in Reports 0

Need actual bank balance from end of prev yr in cash flow under planning

Currently bank starts at zero not actual. Having this option would show cash needed each month.
2 months ago in Other 1 Already exists

Purchase order creator

Would be nice if this software could process and make purchase orders with suppliers and larger connect them to inventory and invoices to be paid, when dealing with international suppliers need to be able to send professional looking PO's for cust...
4 months ago in Transactions 2 Planned

List of memorized entries and reoccur

Add the option to save a memorized transaction that will reoccur in a set time ie. monthly, and save these in a list so you can see reoccurring entries easily. Then, quickly adjust the date and record the transaction, or an option to adjust the pr...
11 months ago in Transactions 0

Track inventory adjustments and or report notes as transactions for audit purposes

I had a customer today state that whenever they do an inventory adjustment, they include notes with important details, but the information gets lost because inventory adjustment transactions can't be edited and the notes don't show up in any repor...
over 1 year ago in Inventory / Reports 2

Invoicing from the App

Many customers would love to be able to create invoices from the app. That is their main request.
3 months ago in Transactions 1 Planned

Ability to import a Chart of Accounts

As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...
3 months ago in Setup 0