Reports we could pull besides a ledger report for identifying vendors we need to 1099. The Transaction Report as well as the Vendor Summary Report do not capture any returned payments or credits from vendors. When receiving a returned payment, we ...

I think there should be an option to add a 1099 classification on the define vendor. Either drop down or check box. That way when we set up a NON 1099 we can mark S Corp or C Corp and when we run vendor report on January, itll show in report that ...

Add levels to the multi client financial reporting. We run reporting for two clients combined and need the details by levels. Right now it only rolls it up to the main account and you can not see any other detail.

When recording check payments from non-CNB banks (pocket checks that the clients wrote, outside of Agillink), the system currently requires that you select a bank account for each check, so if you're recording a month's worth of payments, you're s...

Currently, the pending transactions and transaction alerts are ALWAYS highlights orange and red. Making it desensitize us to when there are numbers in those alerts, since they are always highlighted red and orange, even at zero. Can these be unhig...

Front page ledger balance should reflect the book balance which includes all processed transactions unapproved/approved/not yet released/post dated. This will save time. It eliminates the constant need to run a liquidity report and therefore will ...

Since we mostly review on the Details tab, if there was a number for each line on this tab and we switch to the Invoice tab, we can easily locate the line to make the necessary change.

We processed an international wire dated 2/6 thru approvals. It was released the next day 2/7 without any issue but the funds never went out because these can only go out on the same day they are dated. The system should stop us from releasing at ...

I would like the ability to hide inactive bank accounts on cash flow report. Or add the bank status to the page so that I can select active accounts only

When approving a Wire/ACH, it would be helpful to see who gets Email notifications. There are times when emails change, but they may not have been changed in the vendor. Right now, the only way to see who gets the notification is to go back into t...