AgExpert Accounting Mobile Primer

You can use the AgExpert Accounting mobile app to enter receipts while on the go.  Download the app from the Google Play store or the Apple App Store.

When you first open the app, it will ask you to Sign-in.

Use the same sign-in credentials you use for the website so that the app can synch to your account.

Once you have successfully signed in, you can select which business you wish to access, as well as the fiscal year using the drop-down menus.

Use the icon with the plus sign to add a new receipt.

You have three options on how to enter the receipt: Photo Library, Single Page and Multiple Pages.

Selecting Photo Library will allow you to choose an existing photo from your phone.

Selecting Single Page will allow you to take a photo of the receipt.  If you are happy with the photo, click OK.  Confirm by clicking Done.

If you use the Multiple Page icon you can take pictures of multiple pages of receipt to record into one transaction.  You will take one photo as above and if happy with the result click on the add button.

When you have taken pictures of all the receipts, the app will combine them into one transaction (as indicated by the multi-page icon).  The pictures will be combined into one PDF file which will be attached to the transaction once it has been processed in Accounting.

Your receipt will now be ready to be synched into the Pending transaction section of the website.  You will see it show in the Pending section of the app until you have processed the transaction in Accounting.

Once you have processed your transaction on the Accounting website, it will move out of the Pending tab and into the Completed tab.

You can switch fiscal years by selecting the menu button in the upper left corner. 

Click on Fiscal Year.

Select the desired fiscal year from the list.

You can add and edit Contacts by pressing the menu button in the upper left.

Select Contacts.

You can add a new contact with the plus sign.

Select the contact type.

Enter the info for your contact and click Save when complete.  Not everything is necessary, at minimum a First/Last name or Company name.

You can also edit the information by clicking on the name of the contact and changing any of the desired fields.

Last updated on June 24, 2025 by FCC AgExpert