Autre

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...

It would be VERY helpful if you would push a notification explaining that the Bank Rec has a bug that requires you to edit the date in order to pull in the correct opening balance.

Does the AgExpert platform offer various tools to track and visualize data, making it useful for monitoring trends?

When adding an entry or modifying an entry in the bank reconciliation, the reconciled amount seems to glitch so you can't balance. It requires leaving the bank reconciliation and when you go back in the reconciled amount corrects itself.

As per customer: "I have several accounts for equipment that we have sold and therefore no longer track expenses or set up a budget. I do not seem to be able to delete the accounts due to historic transactions (these equipment accounts have not ha...

In our office there are 2-3 people in our bookkeeping program at one time. Currently AgExpert does not allow this functionality.