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Status Answered
Created by AgExpert Support
Created on Sep 11, 2014

Disqus Agexpert Accounting Questions Archive

Hi, I'm wondering how to post an Agri Invest transaction. When I made our deposit I set Agri Invest up as a bank account and then did a bank transfer of the amount to the account. Is that the correct way? Now how do I record the matching contribution deposit to that account? Thanks.

  • ADMIN RESPONSE
    Feb 10, 2025

    Hi Travis!

    Sounds like you are on the right track!! You were correct to do your deposit as a bank transfer. To enter the government matching portion, go to the Transaction Entry screen. Change your transaction type to Deposit. Make sure that your AgriInvest account is selected as your bank account. Fill in the top information as normal.

    Now, where the type says IN - click and change it to EQ. You should now be able to select AgriInvest Income as your account. The transaction should automatically balance itself. Once done, click on Record.

    I hope this helps!!

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