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ACCOUNTING

ACCOUNTS PAYABLE REPORT


We’ve introduced a new Accounts Payable Report within the Accrual Reports section to enhance visibility into upcoming bills, across any combination of entities and any date. Traction Pro required.

Highlights

  • Summary View: Get the big picture. See what you owe per contact all neatly totaled up.
  • Detail View: Want to dig deeper? This view lists every bill with an outstanding balance, sorted by due date so you always know what’s coming.
See the details for upcoming bills with the Accounts Payable Report.
CUSTOMER STATEMENTS


Generate Customer Statements straight from the Invoices tab. Whether you’re sharing with a landlord, customer, or anyone who needs a clear picture of what’s been invoiced and paid, it’s all just a few clicks away. Traction Pro required.

Highlights

  • Mix & Match: Create statements for any combination of farm entities and customers without extra work.
  • Pick Your View: Choose between a detailed view (with invoice and payment details) or a summary view (showing totals and payment summaries).
Create Customer Statements for any number of customers or entities.
BILLING IMPROVEMENTS


We’ve streamlined the Billing Tab with a few updates to help you move faster with fewer clicks. Traction Pro required.

Highlights

  • Cleaner lists: You’ll now only see contacts with bills to display, so expect less clutter and more focus.
  • Smart defaults: The system now remembers your last-used bank account when paying bills so there’s less repetition.
  • Stay in place: After viewing a bill, you’ll return where you left off in the list so you no longer need to start from the top.
Traction has improved the overall Billing experience for farmers.
FILTER DEPOSITS BY CONTACT IN ACCOUNT REGISTER


Filter the Account Register by “Deposits” and narrow it down to a specific contact, making it easier to see all deposits tied to a specific customer, landlord, or business without wading through the full list. Say goodbye to scrolling through unrelated entries. Traction Basic, Plus, or Pro required.

Traction allows you to filter deposits by contact within the Account Register.
DELETE LAST BANK RECONCILIATION


Did you make a mistake during your last bank reconciliation? You can now delete the most recent one and start fresh without workarounds or backtracking. Traction Basic, Plus, or Pro required.

CONDENSED JOURNAL ENTRY REPORT BY DATE RANGE


The Journal Entry Report has been cleaned up. When you filter by date range, you’ll see a more compact, easier-to-read layout that helps you spot what matters faster. Traction Basic, Plus, or Pro required.

FAMILY LIVING LIST SORTED ALPHABETICALLY


If you’re adding a Family Living payment or deposit, you’ll notice the categories are now sorted alphabetically, so finding the right one is quicker and a whole lot less frustrating. Traction Basic, Plus, or Pro required.

Farm accounting that just works.

Tired of hacking workarounds in software that wasn’t built for farms? We made Traction Ag just for you.