Skip to Main Content
AgExpert Accounting Ideas
Status Planned
Categories Other
Created by Guest
Created on Jan 20, 2025

A/P and A/R Reports - Total summary, either in reports or on dashboard

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they could quickly just look at the number on their dashboard.

  • Attach files
  • Guest
    Feb 15, 2025

    yes I would liketo be able to also have this report avaiable, nice to see actual amount spent in an account with GST & PST included.

55 MERGED

Dashboard

Merged
Quick glance 5 previous entries, account balances, inventory valuation etc etc etc. Pretty much what Analyst had to start with. Feels like we are going backwards
over 5 years ago in  2 Planned
3 MERGED

Dashboard update

Merged
After using AgExpert accounting for 3 years, the dashboard is a completely useless tab. I no longer need to setup my business number. I no longer need to setup my opening inventory balances. I would like to see common reports, Income/expense graph...
5 months ago in Other 0 Planned