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Accounting - Web

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Trends and Forecasting

Does the AgExpert platform offer various tools to track and visualize data, making it useful for monitoring trends?
Guest over 1 year ago in Autre 2 Shipped

A way to identify transactions made by user

If access has been shared it would be nice to identify transactions made by individual users.
Guest 10 months ago in Transactions 1 Shipped

Bank reconciliation glitching

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.
Guest 10 months ago in Autre 2 Shipped

Transaction screen - keyboard entry enhancements

-When you have tabbed over to a row, it is not clear that the "type" box is selected... can we make it highlighted when under selection? -Same thing for the account box... -After tabbing past add a row it seems to loop in circles if you click keep...
Guest almost 2 years ago in Transactions 0 Shipped

saved transactions box not available when using downloaded bank transactions

A lot of transactions could be made automatically when going through the bank downloads.
Guest almost 2 years ago in Transactions 1 Shipped

Ability to hide accounts on budget tool

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...
Guest about 1 year ago in Autre 1 Shipped

When converting from the desktop to the online, only 10 templates transferred.

For a large client that has lots of memorized transactions they want all of them to transfer, otherwise, maybe they won't change to the online.
Guest about 1 year ago in Transactions 0 Shipped

Transaction screen - Auto fill unit price

A customer requested an efficiency enhancement for AgExpert for some autocalculation capabilities, for example when you enter a quantity and then the amount that it automatically updates the unit value field, or vice versa. This customer expressed...
Guest about 1 year ago in Transactions 1 Shipped

Ability to only show reversed entries in purchases or sales transactions

It would make it easier and save time to find a missing entry that was accidently reversed. I had a customer with 20K+ entries and using the reports was very time consuming, the back and forth also made it risky as we had to set the filters each t...
Guest over 2 years ago in Rapports 2 Shipped

Tab through the transaction entry window more easily

I have used both the online and desktop version of AgExpert. I like the online version better my only frustration is not being able to tab through everything easily like I could in the desktop version. Especially the fact that I have to click to e...
Guest over 1 year ago in Transactions 0 Shipped