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AgExpert Accounting Ideas
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Ideas

Showing 266 of 541

Transactions - EX default on new rows

It would be more practical and save users time if when adding a new row when entering a withdrawal that it defaults to expense. It's almost always for an expense.
5 days ago in Transactions 1 Planned

General journal - Ability to add an account on the fly

If you proceed to enter a long journal entry, realize an account needs to be added, you have to exit everything and go to chart of accounts to add it. It would save time and improve the user experience if you could add an account on the fly.
5 days ago in Transactions 1 Planned

Have an email address for invoices to be emailed to. Suppliers email invoices goes directly into transactions for review

Aleop uses this and skips step to have to upload invoices into accounting for review. Everyone would benefit by skipping step.
12 days ago in Transactions 0

Cashflow - auto fill features

Similar to AgExpert Analyst, a customer expressed they would like us to add some auto-fill features to the cashflow tool, notably: Auto-fill projections by actual or budget values
13 days ago in Reports 0

FCC customer transactions upload CSV

Now that there is a CSV export option on the FCC online services, it would be nice to be able to import those into AgExpert. The format is incompatible as it currently does not jive with the columns. Seems like it would be a very easy fix and prov...
4 days ago in Integrations 0

Calculate financial ratios

Financial ratios are important management tools. All numbers to calculate ratios are currently entered in AgExpert Accounting. Having a calculator in the software would save time and ensure accuracy versus manual calculation.
7 days ago in Reports 2 Planned

Machinery expense

In a year we are able to put expenses for a piece of machinery. But when the fiscal year ends those numbers go away and start fresh. It would be nice to be able to have a report shows how much was spent on each piece of machinery in the lifetime o...
7 days ago in Reports 0

Add a file cabinet to hold invoices from each supplier for the year along with the invoice being held in transaction

Easy to look up invoices
12 days ago in Other 0

API access

I would like to be able to get an API token, I have other software and I have to enter everything twice, this way I can just use my other software, Quick books give me an API so I can bring in invoices or bills in from another system
5 days ago in Integrations 0

Prepopulated description on purchases and sales

In the desktop version the description line was automatically populated with the supplier or customer name and could be added to or amended if needed. I would like to see that in the online version.
20 days ago in Transactions 1