At the moment, when you export a bank account from legacy, it exports the excel file with a Space in the Alternate Name On Check field. When those values are copied over to the AgilLink Bank Account upload template, the space is transferred over a...

If you create a EFT with a transaction date of 4/10/19 and it does not get approved until 4/12/19, the system gives you an error that you must change your date to 4/12 before you can approve. The system should just change the date to match and mov...

I am trying to search for all AR invoices billed to client "25". When I do the search - it brings up EVERY client with a "25" in their client number. It's ludicrous to not have that functionality. Literally insane.

New permission to allow users to deactivate a GL account without giving them the ability to create a new GL account

we are in New York and when looking at the time something is approved, system reflects California time zone and not New York. For accuracy it would be nice if approvals time follow the time zone of each user (we have 3 different time zones)

Document ID should have record of the reject note date and time left on the document. When an invoice is fixed, it deletes originally reason why it was rejected.

When a Hold is ready to be removed on an invoice we should have the option of deleting the Hold comments, since they're no longer necessary. This was available in Legacy

Should be able to create a budget irrelevant of time. For example, a concert tour that could be over several years. Assuming I use levels for coding all income/expenses to a specific tour, I should be able to create a budget so I can do a budget t...

This should be on the drop down for tasks & reminders instead of needing to go back to home page.

Have the ability to add a firm setting with a default check number to use on bank account setups. In Legacy, when setting up a new bank account, the system had a default for the last check number and last blank ck no., to ensure that checks were s...