Debit and Credit Accounting Overview AgExpert Accounting uses what is known as a T Accounting model. When we look at this ...
You can enter a default description based on the account selected when entering transactions. When you hover over the description title on the transaction, a message notifies you that a default ...
Printing and emailing invoices to Customers: Click Sales on the left-hand pane. This will automatically bring you to the Transactions screen. ...
Using the General Journal You can use the general journal to make direct debit and credit entries to your accounts. It is a good idea to be ...
Transaction Attachments Attachments can be added to transactions, allowing you to track your source documents along with the transaction itself. You can attach receipts, pictures, ...
Transaction Templates Transaction templates are transactions you wish to save for later use. Templates are useful for recurring transactions (such as monthly service charges or loan payments) ...
Importing bank statements Before importing your bank statement, you need to download the transaction file from your online banking account. Our AgExpert ...
Importing Bank Transactions in CSV Format Before importing your bank transactions, you need to download the CSV file from your online banking account. Please contact your financial ...
Transaction Screen Updates Both the transaction screen and bank transfer screen will have changes as of the March 2023 update. TRANSACTION SCREEN A ...
The transaction search bar can be used for purchases and sales, and allows you to easily find an entry using the following: ...
A- Asset Sale A+ Asset Purchase BK Bank Transfer ...
Users can now create pending transactions by uploading receipts/invoices to AgExpert. You can do so by navigating to the Purchases tab and clicking on New Transaction , then selecting Upload Files ...
Transaction Search page You can use the Transaction Search page to search a variety of transaction types in a fiscal year and add ...
Reversing a transaction – use of short access What you need to know ...
