When an Account Manager (in the “To Approve” box) changes the coding to an invoice, they do not wish for it to go back into “To Review.”

This should be on the drop down for tasks & reminders instead of needing to go back to home page.

Whenever a deposit it pulled up, there is a delete button at the bottom of the window, but unless you are on the "record deposits" page when you pull up the invoice, the button does nothing! If you select a deposit from a ledger report, there is a...

It would be very useful to add a note next to the Description field to confirm the character limits sent for ACH's and Domestic Wires. This is so that when a user is entering in a transaction, that they know how many characters entered will be tra...

Please hide the full bank account number on the auto bank rec just as there is an option on the standard bank rec. currently there is only an option to do so on the standard bank rec and not the auto bank rec.

When you run the Transaction report with the box checked to exclude vendors with 0 activity, it should not exclude vendors with only edited 1099s. Those vendors that have a Edited 1099 should show up in the report because the point of the report i...

Create system defined View Only User roles: View All View Invoices View Deposits View Payments View Journals View Vendors View Payors View Reports

Currently we can only select specific clients in the Pay Invoices screen, but we would like to be able to filter by Group to get a better picture of cash requirements.

ACH Return notifications should be added to Alerts in AGI instead of limited distribution email delivery

Right now I can create a notification schedule to email me multiple times per day for items that require my approval. I'd like to further specify the days on which those notifications should be sent out (ie. don't send them out on the weekend)