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Accounts Receivable and Accounts Payable Reports

It would be great to have additional reporting options for Accounts Receivable and Accounts Payable, so you can choose between the following (as currently it only gives you detailed reports): Summary Reports – A quick overview of outstanding bal...
Guest 2 days ago in Rapports 0

Report Formatting and Appearance

One feature I really appreciate about AgExpert Analyst is the clean, easy-to-read formatting of its reports. I find that the reports in Analyst have more readable fonts, better spacing, and clearer distinctions between account totals and the next ...
Guest 2 days ago in Rapports 0

Quick Access to Bank Transactions from the Dashboard

It would be helpful to be able to click directly on a bank account from the Dashboard and view its transaction listing, rather than having to navigate through the Reports section. This would make reviewing bank activity much quicker and more conve...
Guest 2 days ago in Transactions 0

Ability to Save Report Preferences

It would be great to have the ability to save our preferred report settings, such as the number of transactions displayed, sorting options, etc., so we don't have to select them each time we run a report. Alternatively, having the program remember...
Guest 2 days ago in Rapports 0

Entering a withdrawal it would be useful to have a tax option that added the gst and pst from the net amount entered

i have payments that i make that have more than one line on the receipt showing the net amount and some have gst only and some have gst and pst. For the ones with both taxes i have to calulate the total and then put both taxes in amount, it would ...
Guest about 2 hours ago in Transactions 0

Income and expense report - add custom date range filter for 5 year comparison

Customer would like us to add a custom date range filter for 5 year comparison income and expense reports.
Guest 21 days ago in Rapports 0

units of measurement on reports

Every report that prints shows the units of measurement at "tonnes", even though I have entered bushels (or litres in some cases)
Guest 10 days ago in Rapports 1 Already exists

I would like a customer report to compare sales amounts.

I would be able to see which customers purchase the most hay from me. I would be able to make decisions for frequent purchaser discounts or appreciation events.
Guest 8 days ago in Rapports 0

Ability to have a paid by charge or paid by cash option on sale invoices

Ability to have a paid by charge or paid by cash option on sale invoices, as Analyst did. It would be nice if there was a convenient toggle option. Requested by a customer.
Guest about 1 month ago in Transactions 0

Memorized Transactions

There are often transactions that you know will occur on repeat, like a vehicle lease or loan payment, etc. Instead of needing to reinput every month, an option to memorize that transaction based on monthly, weekly, biweekly schedule so it automat...
Guest 16 days ago in Transactions 0