Setup > Setup Information (17 entries)

  • Using the Setup Wizard To get started, visit www.agexpert.ca/signup . See our Creating an AgExpert.ca Account article for more information on this step.  ...
  • Click the people icon at the top right and click Business Information . The Details tab shows your Business Contact ...
  • Migrating Your AgExpert Analyst Data If you are an AgExpert Analyst user, your data can be migrated into AgExpert Accounting. In order to use the migration feature: ...
  • Editing the Chart of Accounts You can edit most information available in your chart of accounts, including the account name, account number, and business percentage. Find ...
  • In AgExpert Accounting, a contact can be added in one of two ways – through Sales or Purchases. To add a new customer, click Sales on the left ...
  • Adding Historical Capital Assets Historical capital assets are capital assets that existed before the setup of your books in AgExpert Accounting. These assets do not need to ...
  • Editing CCA Classes You can edit CCA classes to change opening balances, user rates, and account linking. Click More > Capital Assets .  ...
  • Accounting for foreign currency transactions varies from country to country. In Canada, foreign currencies should be accounted for in Canadian dollars. If you use a U.S. dollar bank ...
  • Setting your opening balances You can enter opening balances any time during your first fiscal year. Click Chart of Accounts ...
  • AgExpert Accounting allows you to enter customized inventory units. To do so go to Chart of accounts on the left navigation bar. From here click Settings. ...
  • CCA Categories and Rates Category 1 (4%) -  ...
  • Entering historical accounts receivable and accounts payable Historical receivables and payables can be entered as outstanding invoices from a prior year if you ...
  • To add a new CCA class go to More and Capital assets on the left navigation bar. From here, select CCA classes. Click Add CCA ...
  • Download our PDF here on Comparing AgExpert Analyst to AgExpert Accounting
  • Setting up and maintaining the Chart of Accounts The Chart of Accounts lists your business’s account names and numbers. Each account category features options specific to ...
  • AgExpert Accounting provides a maximum of 5 businesses per premium account. If you have a business account that is no longer required, you can reset this account. It is important to ...
  • Setting Up and Maintaining Enterprises To set up your Enterprise recording, select Enterprises from the left menu.  ...