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AgExpert Accounting Ideas
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Year-end adjusting entry - adding accounts

There should be the ability to add new accounts when you're in the year-end adjusting entry screen. Currently if you get half way done and realize you need a new account, you have to close out of the screen, go and add the account, and then come b...
about 1 year ago in Integrations 0

Ability to copy over contacts / chart of accounts when starting a new business.

Would save a lot of time setting up a second/third/fourth/fifth set of books.
5 months ago in Setup 0

Description line when applying credit notes

When a customer has a credit and it is applied, it does not have an option for a description - it just shows an amount. I would like to have the ability to add a description even if it's "credit applied" or something similar to show them what the ...
5 months ago in Transactions 0

Setting for "All Year" for T4 Generation

When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...
9 months ago in Payroll 2

Allow modification of inventory entry

Right now if an error is made during inventory entry the only way to correct it is to do another entry. It would be much better if you could click on the transaction and correct it much like a purchase or sale transaction.
about 6 years ago in  2

Transaction entry - + or - button to change date

As per customer: "To who it may concern, To make entering easier a suggestion might be to be able to press “+” or “ –“ {PLUS OR MINUS} in the DATE area. Explain: When I am entering from my credit card statement I can just “+” to advance a day or t...
3 months ago in Transactions 0

Trial Balance Report

It would be helpful to have the choice to allow accounts with zero balance in the Trial Balance Report to drill down and see transactions, and know whether everything balances. Right now once an account is zero, you do not see it in the trial bala...
7 months ago in Reports 0

Ability to do balance sheet reports by department or Enterprise reporting

It would be nice to be able to setup up % of ownership of balance sheet accounts (Bank accounts, inventory, general and capital assets, loans...) and run separate BS reports per department.
2 months ago in Reports 0

Enterprise Split - Percentage report

We would like to be able to print a report to review the entity percentages that have been assigned.
4 months ago in Reports 0

import data sheet for payroll from ADP or any other company

For payroll can instead of having to enter everything be able to import a Excel or PDF sheet with all the data and have it read in automatically
5 months ago in Payroll 0