It's useful to have certain administrative controls linked to the "to complete" functions. At a minimum, useful to control the alerts for this phase of document life cycle separately from the "to enter" or "to review" etc

Would like to see an account's balance when entering transactions. This allows users to easily verify if totals on gross receipts (example) match from the studio to the ledger

Allow a report that you can request by Client and/or Vendor, that shows the DATE the check was ISSUED. None of the Vendor Reports available provide this, and neither does the Search Images and Transactions function. When a vendor claims there are ...

Users should be able to search by the amount or amount range of a transaction on the activity report from the home screen. This would make it easier for them to find items that have cleared the bank when needed.

Since it is possible for transactions to be entered without images, based on settings, it would also be useful to have search criteria (check box) for limiting results to only those items without images associated. In particular, journals but also...

We used this for certain administrative control procedures in legacy. it will be more difficult to institute some of the controls in AgilLink without this

We use "to complete" for special purposes. Mostly it will be single document uploads, not batches. In fact we used "scan to" user groups in legacy which was very useful.

When an invoice number is entered (on the Record Deposits page), it would be nice if a secondary window opened showing the invoice's detail so that we can transcribe the desired info into the deposit description.

Are there any plans to make the aging report more detailed/customizable so we can add and remove columns? Currently my clients hate having to open each invoice in order to see what is outstanding. This is time consuming and cumbersome as they invo...

It seems like different fields will update right away but some do not. He does realize that there is a pop up that gives instructions to close and re-open invoice when changes are made to vendor but doesn't want to do that.