Submitted on behalf of Judy Sosa from Holthouse - The paychex payroll import was working fine up until they added the 401k to the payroll. On the auto bank rec, the bank side is good and it shows 3 amounts (net check, taxes and 401k) all broken do...

Provide a list of system defined swift codes for AgilLink users to select similar to what business suite allows

Add InterCo Journal info to the Details Tab of Invoice Approval

Currently the only way to add payment info in the AR invoices is to add it in the "Notes" section. We would like to be able to reserve the "Notes" section for notes that we need to add to the invoice, not the payment information. Remittance info i...

When doing a global search for images and transactions, column headers scroll off the page.

When you are copying a budget that uses Levels, currently the “Copy to” is greyed out, so that the Level cannot be modified. Many people like to copy over one budget to a new one for a tour, project, etc., which would be tied to a new/different le...

Would allow you to change the bank associated with a deposit or payment to an incorrect account without having to delete and reprocess the transaction

Links to view split credit card GL lines on a CC - AP invoice are disabled.

It would be extremely helpful to be able to click a number of invoices to select for e-mail (link or attachment) from the "To Approve" box. Often I want to send a batch, or one invoice to a client with questions/approval from my level -- or a batc...

More and more vendors are now accepting/requesting credit card payments. For example we currently use our American Express each month to pay two different compliance companies. At the end of the year we should 1099 them. We are having to track and...