When searching custom categories in Historical Search, the main description field is not displayed. That means you must open each document in the search to know what it is.

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 ...

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.

It would be great if there was an option which would allow us to email 1099s to vendors through Agilink (rather than having to print and mail them or save the pdf and email manually)

This will provide an additional visual tool to see where monthly/annual spends are (P&L) and asset/liability split (balance sheet). Credit card statements (like AMEX) allow for this and even some banks. It would be beneficial to add here.

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 ...

Even if the full amount is approved on an invoice, we should be able to partial pay that invoice. This will save time from have to push the same invoice through over and over.

It would be very helpful on vendors who have coding lines that should not receive a 1099. Example, paying rents and reimbursing expenses - if we could mark the vendor's Rent Exp for 1099s and Unmark the expense reimbrusement coding lines in the ve...

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 ...

The cash transaction summary report only shows the final balance of the GL accounts for the chosen period of time(usually year end balance). Would like to see the balance for each month of the chosen period.