If there are notes/computations that we have to do, having those lines that will carry through from Define Payor to Enter Deposits will make us accurate. See illustration.

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 ...

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 ...

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.

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 searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.