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 sync 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.

From the main screen of the app you can Capture receipts or look at existing Transactions.

To capture a new receipt, use the icon with the plus sign to add a new receipt.

Select if the transaction is a Withdrawal, Deposit, Receivable Charge or Payable Charge.

You have two options on how to enter the receipt: Take a picture or Select from photo library. 

The first option allows you to take a new picture of a receipt to upload.

The second option allows for one or more pictures to be chosen from the photo library on your mobile device.

Once the receipt(s) have been select they will show on your Pending section while the app uploads to the website.

Your receipt will now be ready to be synced 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 view (and search for) transactions by selecting the Transactions icon at the bottom.

Selecting a transaction will allow you to view the existing transaction.

You can add attachments from your photo library to an existing transaction using the Add button.

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 March 27, 2026 by FCC AgExpert