How To Use The Transactions Tab in AgExpert Accounting Mobile
What you need to know:
The AgExpert Accounting mobile app lets you add new transactions and review existing transactions that have been added to your account on AgExpert.ca. You can attach documents from your mobile device to both new and existing transactions using the mobile app, which will be uploaded and accessible in your account on AgExpert.ca.
What you need to do:
Have the AgExpert Accounting Mobile app installed on your mobile device.
Have an image file or PDF saved to your mobile device.
How to (Step by Step):
Open the AgExpert Accounting Mobile app.
Click Sign-in and enter your Email Address and Password.
Note: Use the same sign-in credentials you use for AgExpert.ca.
To add a new transaction:
Click Transaction.
Select the plus (+) button.
Select the type of transaction you wish to enter: Withdrawal, Deposit, Receivable charge or Payable charge.
Enter Transaction date.
Use the drop-down menu to select Supplier/Customer and click Next.
Tip: You can use the filter to search Name or Company.
Select Bank account using drop-down menu and click Next.
Note: You can skip this step for receivable and payable charges.
Tip: You can use the filter to search Account number or name.
Enter Reference / Invoice #, if necessary.
Enter Withdrawal/Deposit/Charge amount.
Click Add to enter a Line Item:
a) Use the drop-down menu to select Type.
b) Select the Account with the drop-down menu.
c) Enter Description, if necessary.
d) Enter the Quantity, if necessary.
e) Enter Unit Price, if necessary.
f) Enter Amount.
g) Click Tax Shortcuts to select an appropriate tax option for the line and click Next.
h) Click Add Line Item.
Continue adding line items until complete.
Click Add to include an Attachment.
Note: You can choose Take a picture to attach a new picture, or Select from photo library to select one or existing pictures from your mobile device’s library.
Click Save,
Note: Your transaction will be uploaded to your online account once saved.
To view or attach a transaction, or attach a file to an existing transaction:
Click Transactions. The mobile will display all transactions from the fiscal year.
Tip: You can use the search filter(s) at the top of the screen to find a transaction easier.
Select a transaction to open it. The details of the transaction will be displayed.
To attach a photo to the transaction from your mobile device, click ADD.
Select one or more photos from your device’s memory and click Done. The photo(s) will be attached to the transaction and uploaded to the website.
Click the Back Arrow icon to return to the transactions page.
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.