All ideas

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...

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

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.

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...

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.

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...

Customers are requesting to see the source of a transaction in the transaction entry screen of an entry, by the date/timestamp, indicating whether it was imported via manual entry, PLAID, FlINKS or via Mobile. This would further enhance the audit ...

Can their be a column where the PST is totaled with the net asset cost as it is in Analyst? That is what is used for income tax purposes for farmers. Have to manually add the totals from the reports or put in excel to adjust.

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 searching for a transaction it seems to only bring up the results from the last 50 or 100 entries. It used to search from that whole fiscal year, now you have to go to the next page and search again