AgExpert Accounting Ideas

Show current balances in transaction screen account picker window

Many customers have requested this feature and continues to be asked to this day.

Essentially, when entering a transaction and picking an account, show the balances of the accounts in the account picker window, just like Analyst did.

Some users use this information to keep track of where they are at in their entry process, and currently because it does not show it they have to go back and forth to their chart of accounts to get a tally of their current bills to make sure they have not forgotten anything.

This would save the users time, clicks, and not have to go back and forth and incentivize more users to switch from Analyst to Accounting.


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  • Nov 24 2023
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