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Ability to import a Chart of Accounts

As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...
Guest about 19 hours ago in Configuration 0

Streamline inputting transactions

We always have to pick from drop down list. Type of transaction only works for fist line. If you know the account number it still drops a list that you have to chose from in that category. Very clumsy, always going from keyboard to mouse. Also if ...
Guest 6 days ago in Transactions 0

Search from Transaction Screen

I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
Guest 6 days ago in Transactions 0

UPLOAD INVOICES

I BEGAN USING THE UPLOAD INVOICES - AN EFFORT TO MORE TOWARD PAPERLESS AND SHARED AP RESPONSIBILITY. I am surprise it doesn't populate the vendor name and it defaults to withdrawals, rather than payables - I thought that would be a given - if ther...
Guest 6 days ago in Transactions 0

EFT payment applied to multiple accounts payable

EFTs becoming more popular as a way to pay. The EFT is designed to pay many suppliers with one transaction (one amount goes out of my bank but gets dispersed to many accounts payable). There does not seem to be a way to do this and apply that paym...
Guest 7 days ago in Transactions 0

Pay by direct deposit to employees

It would be nice to be able to pay employees by direct deposit, and have it auto-categorize, like QuickBooks allows. It’s a hassle to write cheques for payroll in today’s day and age, and keeping track of etransfers is not that straightforward or ...
Guest about 1 month ago in Paie 2 Planned

Warn if reference number was previously used

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.
Guest 3 months ago in Transactions 0

when start software - default the date to today

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?
Guest 4 months ago in Transactions 5

As I customer i want to be able to access the "Connect to Support" from the dashboard

Placing the “Connect to Support” button prominently on the dashboard enhances user experience and operational efficiency. By providing immediate access to assistance, users can resolve issues quickly without navigating through multiple menus, redu...
Guest 10 days ago in Dashboard 0

operational benchmarking

cost per a bushel in report. For calculating production bonus on rented land
Guest 20 days ago in Rapports 0