AgExpert Accounting Ideas

Import Year-end Adjusting Entries from Caseware/Accountant into AgExpert

I work as both an accountant and a bookkeeper and can see advantages on both sides by being bale to do this. Many other accounting softwares have this feature and it is a helpful tool. As an accountant we often have clients who do not post adjusting entries and therefore retained earnings doesn't balance. We spend time trying to reconcile this which costs our client money. Often these adjustments are long, take time, or are complicated which could be why they aren't done. Being able toi import the entries and then just review them before posting would save a lot of time and possibly ensure entries are getting done. As a bookkeeper I don't like doing these entries as I am often onto the next-year and the adjustments take time. It would be great to import them and then check-over and post them.

  • Guest
  • May 15 2025
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