Accounting - Web

It would be nice if you could choose the default account when adding a supplier or customer on the fly. (i.e. when you set up a new supplier when entering the expense) instead of having to go into the supplier and enter the default account after.

I would like more options in the income statement and balance sheet, especially the option to show a monthly or quarterly report for the selected year.

I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a m...

Customer requested we have this feature as Analyst used to have it, and it prevents from duplicate reference numbers from being used.

When we search a transaction - a payable. it would be great if we can click on the transaction and select "pay" and the withdrawal screen opens and is pre-populated with vendor, amount and PP selected....

I need to change the grade of the new year opening inventory but can't until I have transactions. My data was transferred in so have 2 #2 Canola etc and want to make the program one what I use.

I really like the accounting app for scanning receipts and would like to be able to Match those to my uploaded statements or connected bank accounts. I'm running into most of the issues with credit card transactions because the dates don't line up...

If I close AG Expert, then open it the next day - the default date is the last transaction I made. SHouldn't it default to the current date when opening a window for the first time?

Some farms also have a related business that isn't reported on the T1273/1163. Example Seed retail or a custom business that is associated but reported separate. Also, a few non farms use the program (Ex spouse has a home business) It would be hel...

When generating T4s, I couldn't find a way to easily select all employees we paid in 2025. I could select "Active" for those still on the payroll, but then had to sort through list of all "Terminated" employees since we started using AgExpert to f...