If a new account is setup in a clients chart and no journals are coded to the account, the user should be able to delete the account. If manage financial periods has been run the system blocks the deleting of the gl account saying underlying data ...

To better audit additions/changes to vendor information, please add the feature of: drop-down to select multiple clients, filter by: UserID, Payment Methods, Routing#, Full Name, and Bank Account # (which is NOT currently shown on the Audit report).

Can we please make it so we can use the same document ID for several entries in the Journal Upload feature? For instance, when making several entries to record investment account activity. Now we have to duplicate the statement image several times...

I ran into an issue with the recap page in the cashflow report. The title of the first page reads “combined total for all bank accounts” whether I run the report for one account or several accounts. If I run a cashflow report and include the recap...

When recording payments, Use Next Payment Number should be defaulted to YES. Majority of the time, there's no need for a specific payment number. It can be whatever is assigned by the system. This will save us time.

This is a common request from firms asking for a column for an income statement. If this was a default column we would not need to assist in creating custom columns for users for this feature.

When entering invoices, the amount entered for the invoice under "amount" is aligned to the Right - I think it would be very helpful if the number is aligned to the left.

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

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...