AgExpert Accounting Ideas

Transaction Templates

I've been kicking around the idea of creating "Transaction Templates" or "Transaction Builders" to assist customers with common transaction entries that cause phone calls in support.  This includes capital asset purchases & sales, AgriInvest transactions, Land purchases & sales, and Co-op equity statements.

  • Guest
  • May 4 2018
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  • Guest commented
    December 11, 2019 21:25

    Customer would like a template that they can build for frequent transactions that occur monthly or quarterly, etc. Milk cheques and phone bills as examples.