agrē Release Notes 2.25.02 - June 25, 2025
Last updated: June 30, 2025
What's New & Improved in agrē 2.5.02:
Top 5 agrē Highlights from this Release
AgCollect Improvements – Simplified Manufacturer set-up for AGDATA
Security
This symbol 
indicates that your Local Company Security Administrator needs to make a security permission change to allow user access to the new feature.
Configuration Options
This symbol 
indicates a new feature integrates with a Configuration Option (at either the Company, Location, or User level).
Note
Release Notes highlight the best new features and improvements from each release of agrē. In case you missed a prior version, Release Notes for the last two years are available from the online Help Release Note archives.
Accounts Receivable
Invoices
Manage attached Documents directly from the home form (and no need to edit the invoice to view the attachments).
I want to read the white paper (with lots of screenshots) about CRM and Document Management
Accounts Receivable > Invoices
Tip
If you've saved eDocuments of the linked work order and the linked loadout ticket, Show Related Transactions allows them to be viewed from here as well.
Automated Upcoming Payment / Past Due Reminders
agrē can automatically email payment reminders to your customers before, the day of, and after charges are due with customised subject and body text for each. Notifications are sent for invoices, interest charges, and adjustments.
Please contact your CSC about turning on Payment Notifications in your database.
I want to read the white paper (with lots of screenshots) about AR Payment Notifications
File > Config Options > Company | Accounts Receivable || AR Payments
Work Orders
Closing / Extending
When closing or extending work orders, optionally add Comments to each one.
Accounts Receivable > Close Expired Work Orders
Emailer
Email customer work orders all at once.
AR > Email Reports > Work Orders
AR Release Numbers
Starting Service Date (from work order) added to home form.
Accounts Receivable > AR Release Numbers
CRM
I want to read the white paper (with lots of screen shots) about CRM Customer Relationship Management
Customer Activity Categories
Secondary Categories can be assigned by selecting [...] and will display on the home form.
Accounts Receivable > CRM > CRM Activities
Document Manager
Link documents to transactions directly from the Customer or Supplier Account.
Accounts Receivable > Customer Accounts
Inventory
Inventory Receipts
Location added to inventory receipts window.
Inventory > Inventory Receipts
Manual Counts
If there is an issue with a product (e.g. it was deactivated) when saving a manual count, agrē will let you know which one it is.
Inventory > Manual Counts
Manufacturers - AgCollect (AGDATA) and FMC
The EMR drop down has been replaced with an AgCollect checkbox.
All manufacturers that had an associated EMR manufacturer will be flagged as AgCollect during deployment.
FMC now reports to AgCollect; please update your manufacturer.
Inventory > Manage > Manufacturers
I want to read the white paper on how to setup manufacturers for AgCollect Export (with lots of screenshots).
Accounts Payable
WinField B2B eOrder Process
Product Mapping Import
I want to read the white paper (with lots of screenshots) about the WinField B2B eOrder Process
To make mapping easier, instead of typing the Supplier units you choose from a list of standard ones.
Inventory > Manage > Product Mapping Import
EFT Payments
Scotia Bank has been added to the list of supported financial institutions.
I want to read the white paper (with lots of screenshots) about setting up for and making EFT Payments.
Accounts Payable > Manage > AP Payment Types
Document Manager
Link documents to transactions directly from the Supplier Account.
I want to read the white paper (with lots of screen shots showing how to use the document manager) about CRM Customer Relationship Management
Accounts Payable > Supplier Accounts
Reports & Exports
Note
Security settings are managed by your local company security administrators. As with all new features, we don’t presume to know who should have access to new Exports and Reports and who should not so we leave that up to them.
New Reports
| Report Name | Description |
|---|---|
| AR / Payment Notifications Invoice Audit | (non-menu) reports all payment reminders sent per invoice |
Updates to Current Reports
| Report Name | What's New? |
|---|---|
| AR / Invoice (batch) | criteria: Sales Rep, Work Order Reference raw data: WorkOrderRefNo, SalesRepName (changes column order) |
| AR / AR Taxes | criteria: simplified layout: simplified |
| INV / Inventory Position | data: Bill & Hold |
| INV / Inventory Forecast Position | data: Bill & Hold, Location hyperlink |
| INV / Inventory Received | criteria: Supplier Location |
New Exports
| Export Name | Description |
|---|---|
| AR / Payment Notification Details | payment notification emails sent |
Updates to Current Exports
| Export Name | What's New? |
|---|---|
| AR / Customer Sales | data: WO Subtype (changes column order) |
| AR / Manufacturer Sales (FMC) | removed; FMC sales now reported to AgCollect (AGDATA) |
| INV / Dangerous Goods and Permits | data: EPA, Restricted (US Retails only, changes column order) |
| INV / Product List | data: EPA, Restricted (US Retails only) data removed: Sec FMC Manuf (changes column order) |
| INV / Inventory Received | data: [Supplier] Location (changes column order) |
Configuration Options
Note
Company Configuration Options are managed by your local company agrē administrators. As with all new features, we don’t presume to know if your administrator would enable a new Config Item or not so we leave that up to them.
New config options are released OFF unless they are replacing/enhancing existing items, in which case we do our best to match existing functionality. Any exceptions would be noted.
Company Config Options
Last Sold
To improve performance, Last Sold details will display on demand.
Check Pre-populate last sold information to display by default.
e.g. Accounts Receivable > Invoices > Add Product Row
| Tab / Subtab | Config Item | Description |
|---|---|---|
| General | Pre-populate last sold information | deployed OFF to improve performance |
| AR / AR Emailers | Work Order Emailer: Message Subject, Body Text, Combine Multiple | default text for new work order emailer |
| AR / AR Payments | Payment Notifications - Manage |
email payment reminders [displayed after permission for Payment Notification Detail data export is allowed] |
| AP / PO | Copy Purchase Order - Include Dates | copies order, expected delivery, and expiry dates from original PO |
| INV | Inventory Adjustment: Sub Type is mandatory | inventory adjustments require sub type |
| Report / Options | Default Excel Format | removed - all Excel files saved as .XLSX |
User Config Options
| Tab / Subtab | Config Item | Description |
|---|---|---|
| Default Location | new tab | moved from Miscellaneous |
Security
Note
Security settings are managed by your local company security administrators. As with all new features, we don’t presume to know who should have security permission and who should not so we leave that up to them.
New security permissions are released UNCHECKED unless they are enhancing existing permissions, in which case we do our best to match existing functionality. Any exceptions would be noted.
Role Permissions
| Tab | Item | Action(s) |
|---|---|---|
| Accounts Receivable | Email Work Orders | Enable on menu |
| Accounts Receivable | Report - Payment Notifications Audit | View |
| Administration | Export Data | Payment Notification Detail |
Agronomy
Agronomy Centre
On Screen Descriptions for Customer Accounts also pop up for the Agronomy Centre.
AR > Manage > Customer // Agronomy > Agronomy Customer Centre
Grower Central
Managing Grower Central Users
Add Grower Central users from the Producer Centre.
Grain > Grain Producer Centre
I want to read the white paper (with lots of screenshots) about configuring Grower Central.
Security - Role Permissions
| Tab | Item | Action(s) |
|---|---|---|
| Accounts Receivable | Grower Central Customers | Edit (moved from Administration tab) |
Grain
Top 5 Grain Highlights from this Release
Config Option - Override Commodity Levy on Settlement
Grain Invoices – Attach Documents
Grain Report - Commodity Levy Exemptions
View Details of Settled Rows on Receipts
User Configuration
Default Locations - Add and Search
Location will default when adding and searching for transactions.
File > Config Options > User
Purchases
Purchase Contracts
Settled % is calculated based on quantity per receipt line instead of total quantity.
e.g. contract for 100 MT, receipt is split, 40MT are settled, 60MT are not
Grain > Purchase Contracts
Scale Ticket Overrides
Scale ticket values can be overridden for receipts in Condo or Producer Storage.
Grain > Scale Ticket > Create Grain Receipt
Receipts
Search and sort by Storage Type.
Returns are indicated with (R).
Settled % includes returned quantity.
e.g. 100% Returned = 100% Settled
e.g. 50% Returned + 50% Settled = 100% settled
Grain > Receipts
View Details of settled, advanced, or returned receipt lines.
Settled % includes returned quantity.
Settled % = Settlement Line Qty / (Total Grain Receipt Qty – Total Returned Qty)
Grain > Receipts
Storage Start Date is displayed (defaults to receipt date).
IF Storage Type = (Condo OR Producer) AND no fees have been charged against this receipt:
Storage Start Date can be changed to a future date. Grain Fees start accumulating after the storage start date + any grace days.
Grain > Receipts > Add / Edit
Advances
Advances have a menu option, home form, toolbar button, and can be added from the Producer Centre.
I want to read the Grain Advances white paper (with lots of screenshots).
Settlement No. is displayed.
Grain > Grain Advances
Grain > Producer Centre || Window > Customize Toolbar
Batch email Advance reports.
Grain > Email Reports
Tip
If sent daily, update Start Date to Today with 2 clicks.
Settlements
AutoLink Advance Receipts to Price Row can be checked by default.
New column for Advance No when importing receipts.
Grain > Settlements
Advance details are displayed on row edit. Click View Advance to preview the report.
Grain Payments
New column for Advance.
Grain > Payments
Producer Centre
Status = Advance if all payments on a settlement are grain advances
Grain > Grain Producer Centre
Sales
Grain Reports & Exports
Note
Security settings are managed by your local company security administrators. As with all new features, we don’t presume to know who should have access to new Grain Reports and Exports and who should not so we leave that up to them.
New Grain Reports
| Report Name | Description |
|---|---|
| Commodity Levy Exemptions | commodity levy default rates and customer exemptions |
| Suggested Storage Fees | storage fees that would be accrued as of specified date (can be in the future) if nothing changes |
Updates to Current Grain Reports
| Report Name | What's New? |
|---|---|
| Grain Payment Activity | data: advances |
| Grain Receipt Activity | returned qty included in settled %age e.g. 100% returned = 100% settled e.g. 50% returned + 50% settled = 100% settled |
| Grain Receipt Fees | criteria: Summary |
| Producer Storage | criteria: Summary |
| Producer Liability (CGC) | data added: Cheque/Conf # |
Updates to Current Grain Exports
| Export Name | What's New? |
|---|---|
| Grain Advance Details Grain Advance Summary Grain Invoice Details Grain Invoice Summary Settlement Details Settlement Summary |
data: Currency |
| Purchase Contract Details | data: Home Location changes column order |
Grain Configuration Options
Company Level Config Options
| Tab / Subtab | Config Item | Description |
|---|---|---|
| Grain / Purchases | Purchase Contracts - Delivery Dates Mandatory |
purchase contract must have delivery start and end dates |
| Grain / Purchases | Purchase Contracts - No Default Delivery Dates |
default delivery dates are null |
| Grain / Purchases | Receipts - Enable Storage Start Date |
storage start date can be edited and can be in the future |
| Grain / Purchases | Settlements - Allow unpriced Contracts to be settled (basis only) | removed |
| Grain / Purchases | Settlements - Override Commodity Levy |
commodity level value can be modified |
| Grain / Purchases | Settlements - Default Auto Link Advanced Receipts to price row |
box checked by default when importing receipts |
| Grain / Reports | Attached Filename Default | filename format for all emailed grain reports |
| Grain / Reports / Advance | Message Subject, Body Text, Combine Advances for the same Customer | defaults for emailed grain advances |
| Grain / Messages | Notify all users in specified role when: | Sales Contract created/edited Purchase Contract created/edited |
User Config Options
| New Tab | Config Item | Description |
|---|---|---|
| Default Location | Default Location | default location used when adding or searching for grain transactions |
| Reports / Report Options | More Offer to Print | Sales Contract, Grain Shipment, Grain Invoice, Grain EFT |
agre.API
New API Endpoints
| Endpoint | Description |
|---|---|
| PATCH grain/purchasecontractauthorization | Update Grain Purchase Contract's Authorization information |
| grain/scale/lv/customers grain/scale/lv/locations grain/scale/lv/products grain/scale/lv/gradingfactors grain/scale/lv/recscaleticket grain/scale/lv/shipscaleticket |
Grain Customer (LV) Locations (LV) Products (LV) Grading Factors (LV) Receiving Scale Tickets (LV) Shipping Scale Tickets (LV) |
Updates to Current API Endpoints
| Endpoint | What's New? |
|---|---|
| ar/get/invoice ar/get/invoices |
isBlendCharge |
| ar/get/workorder ar/get/workorders |
isBlendCharge [header] Comments [line] Comments |
| grain/purchasecontract | ConfirmNo |
| grain/settlement grain/settlements |
SettlementTypeID, SettlementTypeDescription |