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A/P and A/R Reports - Total summary, either in reports or on dashboard

Customer requested a report that shows the grand total of all their customers and or suppliers a/r or a/p. Analyst used to total them and some users use this to gauge their a/r and a/p, instead of manually going into each customer or supplier they...
Guest 11 months ago in Autre 1 Planned

Reconciliation account default

When adding a transaction from the reconciliation screen, it would make sense that the account you are reconciling would automatically be in the transaction screen but instead, It populates the default account. So, when reconciling a different acc...
Guest 11 months ago in Autre / Transactions 2 Planned

Trends and Forecasting

Does the AgExpert platform offer various tools to track and visualize data, making it useful for monitoring trends?
Guest about 1 year ago in Autre 1 Planned