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Accounting - Web

    Trade in and purchase of captial assets with loan creation but no 1st payment.

    Please make it so that capital assets can be traded in on a newer ones without having to use general journal entries! So frustrating! A lot of the time we purchase a piece of equipment, trade in our old one for the new one, set up a loan but don't...
    Guest 4 months ago in Transactions 1 Already exists

    Invoice descriptions on statements

    When creating an invoice, there is a Description field which identifies what the invoice is for. When printing a statement, however, the customer name is populated in the Description Field. AgExpert Desktop Version populated this field accurately;...
    Guest almost 2 years ago in Rapports 0

    Allow monthly comparative income expense report over 2 fiscal years

    I want to see if my expenses are higher or lower for example just for the month of May 2025 as compared to the month of May 2024. Or if I want to compare 5 month or 7 months rather than by quarter.
    Guest about 1 year ago in Rapports 0

    Filter Option in the Capital Asset Report

    Would it be possible to add a filter option to sort by Class right in the software?
    Guest 9 months ago in Rapports 0

    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 almost 2 years ago in Configuration / Stocks 4

    Ability to search transactions by category like Income or expenses

    Ability to search transactions by category like showing only my Income or my expenses with the tax breakdown, not only what got posted to the GL only.
    Guest over 1 year ago in Transactions 2

    General ledger and other reports - Ability to select multiple contacts

    Presently you can only pick 1 or all contacts right now. The GL report is still one of the best to sift thru transactions to find problems, however it would be more efficient if we could also choose X amount of contacts to report. I recently helpe...
    Guest over 1 year ago in Rapports 0

    API access

    I would like to be able to get an API token, I have other software and I have to enter everything twice, this way I can just use my other software, Quick books give me an API so I can bring in invoices or bills in from another system
    Guest 5 months ago in Intégrations 0

    Automatically adjust the federal and provincial claim amounts for the new year or have option to apply a change to multiple employees instead of individually having to change it for every employee at the beginning of the year. This would also be a helpful option for adjusting wages and WSIB rates.

    Time saver for book keepers and less chance of error. Should be able to select multiple employees and change the WSIB rate, Federal/Provincial claim amounts and wage. It is incredibly time consuming when you have multiple employees to change their...
    Guest over 1 year ago in Paie 0

    Multi-Year Forecasting

    In the planning tool, can a multi-year cashflow be added. It could look similar to the FCC Analyst tool that Relationship Managers are already using for loan applications.
    Guest 5 months ago in Rapports 0