The following reports were created to provide customers with the information they need to manage their business: 

Bank Report  

GST Audit Report  

Loan Report – Summary  

Retained Earnings Report  

Cash Reconciliation Report  

Balance Sheet Summary Report  

Balance Sheet Report – 5-year Comparison  

Cashflow Report – 5-year Comparison Plus Projections  

Updates to the transaction screen, displaying more information at a glance: The new "Save and new" or "Save and close" button options streamline transaction entry, allowing customers to complete transactions with fewer clicks. Additionally, the new optional transaction total box allows our customers to double-check all lines on their invoice and automatically balance the transaction. 

Updated CCA screen: The new edit CCA screen allows customers to map accounts to each CCA class, making it easier to manage and track depreciation for multiple assets. 

AgExpert Premium customers can now choose to securely link their bank accounts and credit cards to AgExpert using Plaid: By integrating with Plaid, it eliminates the need to manually upload bank statements. This way, financial transactions are automatically updated every time there is a new transaction in their bank account.