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AgExpert Accounting Ideas
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Ability to change liability account types from liability to loan and vice versa

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...
9 months ago in Setup 0

edit screen for pay cheques

Need a easier way to view each employee payroll (benefits and deductions) then flipping between the 2 screens. When you have 20 employees it gets confusing and lost. Analyst system was easier as you reviewed each individual employee then moved to ...
6 months ago in Payroll 0

Switch From Tax Code with a toggle

If you are doing business in two provinces, it is very uselful
3 months ago in Transactions 0

Expanded Invoicing Capabilities

I would like to see more options to customize the invoicing capabilities such as more than 1 option for logos (be able to use affiliated Company logos along with our own). More areas to have stated warranties, descriptions. etc. Have automatic rol...
over 4 years ago in  0 Planned

Income and Expense Report - option to show zero balance accounts

This would be useful for those exporting an excel spreadsheet for long term projected budgeting. Would allow the ability to copy and paste into a template that showed all accounts.
3 months ago in Reports 0

Easier way to change dates on transactions when mistakes are made

Nobody is perfect and it does happen where users accidently enter transactions in the wrong fiscal year. Re-entering transactions can be a stressful process for a lot of people and I think there is an opportunity here for us to improve the user ex...
7 months ago in Transactions 0

T4's- clean-up previously generated forms download list

When you generate a t4xml file it puts it in a previously generated forms list for users to download again later. While it makes a sense to keep this for archive purposes, the list can be long, messy, and not very easy to sift through and use. Som...
7 months ago in Payroll / Reports 1

Invoice descriptions on statements

When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...
10 months ago in Reports 0

Add snapshot function to cloud based Agexpert accounting

I had trouble understanding that Inventory adjustments only don't happen on the date in the past that you want to show them so I ended up with a huge number of reverses. It would have been nice to be able to keep trying and then deleting until I g...
over 2 years ago in  0

Capital Asset Report - PST combined with Net Asset Cost

Can their be a column where the PST is totaled with the net asset cost as it is in Analyst? That is what is used for income tax purposes for farmers. Have to manually add the totals from the reports or put in excel to adjust.
4 months ago in Reports 0