Ideas

It would be nice to be able to address envelopes from the program instead of having to hand write them.

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.

Then I do not have to go back into past years and edit transactions that will then possibly have an impact on past reconciliations

A bookkeeper requested the ability to share her account witha user who enters solely invoices and quotes, but she doesn't want him to be able to view or be able to edit anything else. This would make it easier to manage invoices and payments becau...

It would be useful if loan balances were displayed in the Sales/Withdrawal screens when making a Loan Payment/Addition. Perhaps it could go in the 'Detail' column, like it appears with Accounts Payable.

I would like to be able to pull the windows inside Ag Expert over time another screen. Report come up on a second screen but it would be nice to move the bank etc to a second screen.

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...

Presently you need to go to the chart of accounts and edit the cca class to change the fair market value (FMV). It is a bit tricky to find. Can we make it easier to update, and have the fmv field available under capital assets when editing individ...

The ability to generate a 2 year balance sheet or income statement with a 3rd column showing the net dollar change between the 2 years