Tuesday
Nov052019

Making your job easier with Accounting and Field updates | New Release 2.1

The newest AgExpert features and enhancements help make it easier for you to get the job done. In this blog we’ll walk you through:

  • creating up to 5 sets of books in Accounting
  • generating crop insurance reports in Field

Adding books in AgExpert Accounting

You can now manage up to 5 different sets of books or businesses from your account. And it’s easy – really easy. You can even export your AgExpert Analyst desktop software data to create a new book in AgExpert Accounting.   

Steps for adding books for new businesses:    

  1. Click your business name on the top left corner and select Add new business
  2. Enter the Display name.
  3. Choose I’m starting fresh or Migrate my data from AgExpert Analyst. If you’re starting fresh, move on to step 4. If you need to migrate data, don’t worry it’s easy. Just click Migrate my data, then follow the steps outlined in the Migrating Your AgExpert Analyst Data article and begin at the Download migration tool step. 
  4. You will then see your new business in the drop-down menu. And you’re all set up.

AgExpert Field

You can now generate Crop Insurance reports and easily fulfill your provincial reporting requirements.

  1. Review your field setup details. Make sure the Legal land location (size) is accurate for your fields. This information will be used for your Crop Insurance reports.
  2. When entering planting and harvest activities, adjust seeded acres and harvested area as appropriate.
  3. Under Reports, select Crop Insurance from the left menu options.
  4. Select the reports you wish to view. You will have options to print or export your data.

Reminder:

Tutorials on AgExpert

Get the overview of AgExpert Accounting and AgExpert Field by watching our First Steps Webinars.

AgExpert Accounting: First Steps 

AgExpert Field: First Steps 

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