Creating a new data file To create an AgExpert Analyst data file that’s customized to your accounting needs: Either click Create New ...

Video: Creating New Data File and Setup Wizard Keywords: AgExpert Analyst, Data file creation, Setup Wizard, Beginning Setup Before using AgExpert Analyst, you'll ...

Setting up a business To enter your business’s information, go to Setup>Business Setup . A dialogue box appears with the following tabs:  ...

Entering business contact information To enter your business’s contact information, go to Setup>Business Setup and select the Name and Address tab. 1. ...

Entering business accounting information To enter your business’s accounting information, go to Setup>Business Setup . 1. Select the Business Information tab and complete the following fields: ...

Entering business tax information T o enter your business’s tax information, go to Setup>Business Setup , and select the Tax Information tab. 1. ...

Changing tax rates in AgExpert Analyst Significant changes to the QST (Quebec Sales Tax) system came into effect on January 1, 2013. The QST is ...

Setting up and maintaining Enterprises The Enterprises set-up module enables you to set up and maintain your business’s enterprises (profit centres). For example, you could have one enterprise ...

Setting up and maintaining a Chart of Accounts The Chart of Accounts lists your business’s account names and numbers. Each account category features options specific to its type ...

Video: Customize Chart of Accounts Keywords: AgExpert Analyst, Custom, Chart of Accounts, Setup, Customize The account setup window is ...

Adding a subaccount to the chart of accounts You need to create a primary account before you can add a subaccount. To add a primary ...

Marking items as inactive To protect data integrity, items such as enterprises or account numbers can't be deleted from the system after they’ve been used. Instead, ...

Creating a Chart of Accounts for a corporation Use your Balance Sheet and Trial Balance from the last date of the past fiscal year when creating a Chart ...

Renumbering the Chart of Accounts We’ve made a significant improvement to allow you to easily renumber your Chart of Accounts. In prior versions of AgExpert Analyst, ...

Reclassifying accounts We’ve added a feature to the Chart of Accounts to allow you to reclassify an account that was set up incorrectly. Each account category ...

Creating a Chart of Accounts for sole proprietors and partnerships Use your Trial Balance from the last date of the past fiscal year when creating a Chart of ...

Invalid Header or Total Accounts Whenever I click record in or close out of the Transaction screen a message pops up saying that one of my header or ...

Setting up AgriInvest (Bank method) 1. Ensure the following accounts are set up in AgExpert Analyst in your Chart of Accounts: AgriInvest Account ...

Code 4: The Header and Total accounts in this data file aren't sequenced properly. The following message may appear when you open the 2013-04 version of AgExpert ...

Setting up AgriInvest (Asset method) 1. Ensure the following accounts are set up in AgExpert Analyst in your Chart of Accounts: AgriInvest Account ...

Entering opening balances Enter opening balances any time during the first year, either through Setup>Opening balances or through Setup>Chart of Accounts . For ...

Setting up and maintaining contacts You can set up and maintain a contact list in AgExpert Analyst to: track accounts payable ...

Video: Adding Opening Balances Keywords: AgExpert Analyst, Opening Balances, Setup, Enter Trial Balance Most of the time, your accountant will prepare a Trial ...

Video: Adding Opening Balances for accounts Payable and Receivable Keywords: AgExpert Analyst, Opening Balance, Accounts Opening balances in your Accounts Receivable or ...

Entering historical accounts receivable and accounts payable The way years are stored in AgExpert Analyst has changed and the concept of a historical accounts receivable or accounts payable ...

Recording the current portion of loans AgExpert Analyst doesn't automatically track the current portion of loans. Financial institutions often require this information to perform a quick liquidity check ...

Entering capital assets Use the Capital Assets dialogue box to update and maintain information on your capital assets. A capital asset is any long-lived tangible or intangible asset ...

Splitting a capital asset Use the Capital Asset dialogue box to split a capital asset into two separate assets. For example, if you bought a tractor with a ...

Video: Capital Assets Keywords: AgExpert Analyst, Capital Assets, Setup In AgExpert Analyst, Capital assets can be added at any time. However, if you ...

Error message when splitting a capital asset Program Information Program Version: 2012 Fixed in Version: 2013 The following ...

Sorting capital assets The Capital Asset dialogue box has been updated to a grid format to allow you to easily sort and locate items in your asset list. ...

Recording Capital Cost Allowance Capital Cost Allowance (CCA) is a tax deduction for businesses to claim capital asset depreciation. When you purchase a capital asset, you ...

CCA Classes and Rates Class 1 (4%) - Buildings (acquired after 1987) Damns (wood, cement, stone ...

Adding a new CCA Class To add a class to CCA/Depreciation: Select CCA/Depreciation from the Setup menu. The CCA/Depreciation dialogue box ...

Using the General tab You can customize settings for data files, transaction entries and reports through the General tab To set general preferences:  ...

Video: Using Computer Cheques Keywords: AgExpert Analyst, Cheques, Transaction, Printing Cheques Use Computer Cheques to print cheques directly from AgExpert Analyst.

Creating cheques You can set your preferences for generating cheques. To do this: Select Preferences from the Setup menu. The Preferences ...

Ordering cheques and forms FCC Management Software is introducing a new cheque ordering system to improve your customer experience by: decreasing wait times ...

Using the cheque designer The cheque designer has repositionable fields that work with most pre-printed letter-size cheque templates. To open the cheque designer, click Add or Edit from ...

Generating invoices You can customize the settings for the invoices you generate using the Invoices tab. To customize your invoice settings:  ...

Using the Invoice Designer The Invoice Designer has moveable fields that work with most pre-printed letter-size invoice templates. To open the Invoice Designer:  ...

Setting preferences for customer statements Use the Statements tab to set preferences for generating customer statements. To set your statement preferences:  ...

Optional features Use the Optional features tab to show and hide the following optional features: contact purchases and sales reporting  ...

Setting preferences for accounts Use the Accounts tab to set account preferences for entering transactions. To set account preferences: Select Preferences ...

Changing your computer date settings To change your short date settings to display the date as DD/MMM/YY: For Windows XP: Close ...

Error message: System.Data.OleDb.OleDbException: Syntax Error in date in query expression The following message may appear when opening the Chart of Accounts: System.Data.OleDb.OleDbException: Syntax Error ...