add back excel files as an option for attachments in your transaction
You can no longer upload exel files with your transaction. We used to do this and now we can't . Why would you change that when many invoices that we pay are excel files.
Chart of Accounts 1200/2100 - Show balances beside contacts
When setting the historic charges for a/r or a/p, it would be useful if when you see the list of contacts it showed the balances beside their names, so we could easily see which contacts have had their charges set and for how much in total.
Would it be possible to see the amount owing in each of the accounts in the general ledger like the old ag expert program. It was a tool I used often in the old ag expert program to look up amounts owing in the general ledger
Livestock Module similar to Crops and Inventory Management in AgExpert Field
Integrate the management of Livestock within the AgExpert family. Manage Beef Cows, track calves, weights, growth, sales, daily gain, pastures, CCIA tags, farm tags, track blood lines, sires and results.
Could you please add a page when you create a loan to display the payment frequency, loan %, loan name. Something like the capital asset page so you can see all the details of a loan in one please.
Be able to work across multiple tabs that update when you switch to them.
It would be very useful to be able to have multiple tabs open at the same time. This way when entering information in one tab, if you forget something you can check it out in another tab without closing what you are in and coming back and restarti...
When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...
Invoices - file name of downloaded invoice should be customers instead of owner
Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to inst...
Cash Flow Tools needs comments section and more flexibility in reporting
The Cash Flow Tool needs more detail and flexibility in generating reports. An option to add comments would help when reviewing a report because as the year progresses, it can be difficult, if not impossible, to remember what rationale went into t...