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Configuration

Ability to copy over contacts / chart of accounts when starting a new business.

Would save a lot of time setting up a second/third/fourth/fifth set of books.
Guest about 2 months ago in Configuration

Default GST/PST for chart of accounts

Is it possible to have standard account settings for GST/PST? For example, there is never going to be GST/PST on things like interest, service charges, livestock, seed, etc. Having to go and remove them on each account is time consuming and frustr...
Guest 3 months ago in Configuration

Ability to delete customers or suppliers if no transactions tied

Recently I had a customer who accidently entered +200 customer contacts in the wrong business, in their case it was actually a pretty easy mistake to make as both business names are similar. There were 0 transactions tied to the entries and the us...
Guest 8 months ago in Configuration

setting up a new heading Account

I Notice we have Current Assets and Fixed assets. I would like to add "Other Assets" but the program does not allow to add a header account. Would be nice to have that option again, as we have it in Analyst
Guest 7 months ago in Configuration

Apiculture (Beekeeping) Setup Category

When initially setting up AgExpert as a user, I would suggest that a category for Apiculture (Beekeeping) would be useful to my subset of users so that we could hit the ground running with a predetermined chart of accounts, etc., for our community...
Guest 6 months ago in Configuration

Line for purchase order numbers

currently there is a line for invoice number but no line for customer purchase order number when making a invoice
Guest 9 months ago in Configuration

Ability to auto carry forward cca ending balances to beginning balances

I had a customer request that at the end of the year AgExpert could provide an option for those who wish to carry forward their end CCA balances over as beginning balances.
Guest over 1 year ago in Configuration / Rapports

ability to change account numbers to match CRA account numbers for corporations

I am am accountant and several years ago I changed all my account numbers to match CRA account numbers for corporations (ie fertilizer is 9662). This makes is it easy to relate to Schedules on tax returns for clients. If they see fertilizer as cod...
Guest 11 months ago in Configuration

Ability to change liability account types from liability to loan and vice versa

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a pr...
Guest over 1 year ago in Configuration

Ability to edit agristability codes

AgExpert Analyst allowed users to edit the agristability codes and names, as well as delete codes no longer in use. This would help keep the list clean and concise. As well, I have spoken to some customers who said after they migrated their data t...
Guest over 1 year ago in Configuration / Stocks