How to Use the More Tab in AgExpert Accounting Mobile 

What you need to know: 

The More tab on the AgExpert Accounting mobile app allows you to switch businesses and fiscal years easily.  You can also add new contacts to your books on the fly, without adding them to the AgExpert.ca ahead of time. 

What you need to do: 

  • Have the AgExpert Accounting Mobile app installed on your phone. 

  • Have the information for any new contacts on hand. 

How to (Step by Step): 

  1. Open the AgExpert Accounting Mobile app. 

  2. Click Sign-in and enter your Email Address and Password. 

    Note: Use the same sign-in credentials you use for the website. 

  3. Click More. 

  4. You can make the following changes: 

 

Switch to another business: 

  1. Click Business. 

  2. Use the drop-down menu to select one of your businesses. 

  3. Click Continue. 

 

Change to another fiscal year: 

  1. Click Fiscal year. 

  2. Use the drop-down menu to select a different fiscal year. 

  3. Click Continue. 

 

Add a contact: 

  1. Click Your contacts. 

  2. Select the Blue Plus + icon. 

  3. Select Customer or Supplier. 

  4. Enter the needed information for the contact. 

    Note: Only First name and Last Name OR Company name is required to be entered, but it is recommended to also check the box so that the contact is both a Supplier and a Customer. 

  5. Click Save. 

Edit a contact: 

  1. Click Your contacts. 

  2. Select a contact. 

  3. Change or update any of the fields. 

  4. Click Save. 

References and Additional Resources 

Still have questions? Contact support  

Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the question mark Icon in the top right of AgExpert Accounting at any time.