AgExpert Analyst > Reports (49 entries)
Search and find answers to commonly asked questions about our farm accounting software.
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Using the report console To access your reports: Select Report Console from the Reports menu. The report console appears. ...
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Video: Generating Reports Keywords : AgExpert Analyst, Generate, Reports Generate a variety of reports based on the data entered into the system. ...
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Viewing reports in grid format Viewing reports in a grid format allows you to modify the information that’s visible on your report. Click: ...
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Locating the Generate or Close button in the report console or report set-up The Generate or Close button in the report console or report set-up may be out ...
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Error when generating reports in AgExpert Analyst Program Version: 2012-01 The following error message appears when attempting to generate reports in ...
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Viewing Financial reports You can view the following reports from the Financial menu in the report console: Income/Expense Balance ...
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Creating an Income/Expense report The Income/Expense report displays income and expense statements for the current year. The report automatically calculates the amount of depreciation for the current fiscal ...
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Creating a Balance Sheet report Use the Balance Sheet report to produce a balance sheet for the current year. A balance sheet shows the business’s financial position at ...
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Creating a Trial Balance report The Trial Balance report displays all accounts in the chart of accounts, and the year-to-date balance for each account. ...
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Creating a Net Worth report The Net Worth report shows your net worth statement - your assets minus your liabilities. The net worth statement displays ...
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Creating a Cash Flow report You can produce a Cash Flow report for up to six years, including the current year’s projected cash flow. ...
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Creating a Cover Page report You can generate a professional cover page to accompany your printed reports. To display a Cover Page report: ...
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Creating a Loan report You can produce reports on your loan accounts. To display a loan report: Select ...
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Creating a Retained Earnings report You can produce a report showing the details that make up your retained earning value. The retained earnings report shows the transaction history ...
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Viewing Transaction/Account Information reports You can view the following Transaction/Account Information reports in the report console: Transactions General Ledger ...
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Viewing a Transaction report Use the Transaction report to view transaction activity in the current data file. This produces an audit trail of activity. To ...
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Viewing a General Ledger report The General Ledger report shows your data file’s general ledger activity. It produces a detailed list of the activity in each general ledger ...
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Viewing the Chart of Accounts report The Chart of Accounts report shows the chart of accounts used by your accounting system. It produces a numerical list of ...
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Viewing an Account References report You can generate a list of account references currently set up in the program. This helps you solve problems that may arise from ...
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Viewing an Imported Accountant Changes report The Imported Accountant Changes report displays a list of changes imported from your accountant. To view this report: ...
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Viewing Tax Information reports You can view the following reports from the Tax Information menu in the report console: ...
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Viewing a GST/HST report The GST/HST report gives you access to previously processed GST/HST returns for the current fiscal year. If you didn’t print a GST/HST return when ...
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Viewing a PST report You can access previously processed PST returns for the current fiscal year. If you didn’t print a PST return when it was processed, you ...
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Viewing a T1163/T1273 report You can produce a report that will help you complete your Canadian Agricultural Income Stabilization (AgriStability) “Statement A” for the current year. ...
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Viewing a T2042 report You can automatically produce a CRA Statement of Farming Activities (T2042) for the current year. In AgExpert Analyst, you can associate ...
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Viewing a CCA/Depreciation report You can produce a Capital Cost Allowance (CCA) depreciation schedule (used for income tax). To produce a CCA/Depreciation report: ...
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Viewing a Capital Assets report To create a Capital Assets report. Select Report Console from the Reports menu. The ...
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Viewing Receivables and Payables reports The Receivables and Payables menu in the report console features the following reports: Receivables ...
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Receivables The Receivables report displays the accounts receivable transaction activity. You can generate one for a single customer or for all customers. To ...
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Payables The Payables report displays the accounts payable transaction activity. You can generate one for a single supplier or all suppliers. To view a Payables ...
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Cash Reconciliation The Cash Reconciliation report displays a list of income and expense accounts that have receivables or payables outstanding, reconciled to a cash basis. ...
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Accessing inventory reports You can access the following reports from the Inventory menu in the Report Console: Inventory Advanced ...
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Viewing an Advanced Inventory Detail report In AgExpert Analyst, you can view an Advanced Inventory Detail report to assist you with filling out your AgriStability forms. ...
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Producing a bank report You can produce a bank report that will display all transactions and the bank reconciliation status for a selected bank account. ...
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Producing a Bank Rec History report You can produce a bank reconciliation history report that will display all the cleared and outstanding transactions for a selected bank account ...
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Producing a Payroll Setup Details report The Payroll Setup Details report provides detailed information on the setup and integration of the payroll register. You can use it to ...
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Producing an Employee Listing report You can produce a report that provides year-to-date details on your employees’ personal information. The Employee Listing report displays information such as the ...
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Employee Earnings & Deductions report The Employee Earnings & Deductions report provides a detailed list of paycheques that you’ve issued to employees. It includes the cheque date, cheque ...
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Employee Year-To-Date report The Employee Year-To-Date report provides a summary of each employee’s year-to-date earnings, benefits, deductions and Canada Revenue Agency (CRA) costs. To view ...
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Viewing the Remittance report You can access previously processed payroll remittances for the current calendar year through the Remittance report. You can also print a payroll remittance if ...
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Creating a T4 or T4 Summary report You can create copies of T4 reports for employees, T4 Summary reports for employers or XML files to upload T4s to ...
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Error when generating a T4 or T4 summary for multiple employees The following message appears when you generate the T4 and T4 summary report for multiple employees: ...
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Error: T4 Report doesn’t generate for an employee Program version: 2013-01 to 2014-02 You try to generate a T4 Report for an employee, ...
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Creating RL-1 and RL-1 Summary reports You can use AgExpert Analyst to produce an RL-1 (Statement of Employment and Other Income) slip for employees or an RL-1 Summary ...
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Error when generating an RL-1 Report Program version: 2013-01 to 2014-02 Fixed in version: 2014-03 The following error ...
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Producing mailing labels Use the Labels Report to produce mailing labels for your contacts. The labels will be generated using the names and addresses you’ve entered in Contacts ...
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Creating a Purchases Report The Purchases Report displays all transactions in the defined date range for all suppliers. To display a Purchases Report: ...
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Creating a Sales Report The Sales Report displays all transactions in the defined date range for all customers. To display a Sales Report: ...
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Error message: Could not load file or assembly 'Interop.Excel, Version=1.4.0.0, Culture=neutral ... The following error message may appear when you try to export a report to Excel in ...