Setup > Setup Information (17 entries)

  • Using the Setup Wizard
    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.  ...
  • Entering & updating business information
    Click the people icon at the top right and click Business Information . Click the Details tab to view your Business Details ...
  • Migrating Your AgExpert Analyst Data
    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
    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 ...
  • Adding a contact (customer or supplier)
    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
    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
    Editing CCA Classes You can edit CCA classes to change opening balances, user rates, and account linking. Click More > Capital Assets .  ...
  • Setting up Foreign Currency Exchange Accounts
    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 up Opening Balances
    Setting your opening balances You can enter opening balances any time during your first fiscal year. Click Chart of Accounts ...
  • Adding Custom Units
    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
    CCA Categories and Rates Category 1 (4%) -  ...
  • Entering Historical Accounts Receivable and Accounts Payable
    Entering historical accounts receivable and accounts payable Historical receivables and payables can be entered as outstanding invoices from a prior year if you ...
  • Adding a New CCA Class
    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 ...
  • Comparing AgExpert Analyst to AgExpert Accounting
    Download our PDF here on Comparing AgExpert Analyst to AgExpert Accounting
  • Setting up and maintaining the Chart of Accounts
    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 ...
  • Resetting a business in AgExpert Accounting
    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
    Setting Up and Maintaining Enterprises To set up your Enterprise recording, select Enterprises from the left menu.  ...