Never file another paper again! OK, that may be a bit much. (You should probably hang on to the papers just in case.) But AgExpert Analyst lets you keep electronic images of all of your posting documents. Even better, you won’t need a scanner to do it. A year from now, you won’t have to go paper hunting. Just find the transaction and open the picture of your paper document from there.

Get the app, take a pic

With the AgExpert Mobile app for iOS and Android, you can record some basic transaction information and snapping a picture of the matching document. You can import transactions from the app in the same way that you do from your bank’s website.

Using the AgExpert Mobile app, let’s see how to capture your document images.

It’s really simple: four buttons. The first button in the top left corner is the menu, which lets you navigate to the help screen, sign out of the app or manage your password. The second button will send all of your transactions from the app to the cloud so that they can be imported into AgExpert Analyst. The third button takes you to the transaction entry screen. The fourth button allows you to delete transactions from the list.

For security, you’ll always enter a password to sign into the app and to download transactions from the cloud into AgExpert Analyst.

Let’s look at the transaction entry screen.

In the app, we keep it basic. You can categorize transactions as either Income or Expense. More details are selected when you import into AgExpert Analyst. After that, simply enter the appropriate date and the transaction total.

Finally, we can enter a description (which you only have to type once), record notes about the transaction and then tap on the Camera button in the top right corner to snap a picture of the posting document. When you’re finished, tap on Save.

Once you enter a few transactions, you can send them up to the cloud by pressing  . This is the first step in transferring your entries into AgExpert Analyst.

On your desktop computer, open AgExpert Analyst and select “Import from AgExpert Mobile” from the Transactions menu.

Enter your email and password. The program will fetch any transactions waiting in the cloud and present you with a list. Select the transaction you want to enter, then choose the appropriate import button from underneath your pictured receipt. AgExpert Analyst brings in the data you entered on the app, and saves the picture to your hard drive so you can easily access it later through your Edit and Reverse Transactions window.

Last updated on July 6, 2017 by FCC AgExpert