When setting up a vendor to auto-book a deposit, the auto-book on the deposit side only works if the user processing the invoice has access to the client receiving the deposit. We have account managers that will send money to other clients that ar...

I needed to book Credit Card statements as JEs instead of invoices/payments. So I changed the 'Accounting Mode' in the CC set-up, and once coding was done, it created the JEs. However, upon searching for those JEs, the Image # does not appear in t...

Allow updating account number in bank def and maintain previous bank rec data.

Allow admin to create reports only avail to certain user (instead of user creating the report themselves or having a global report).

There isn't one consistent place in Agillink to locate front and back copies of all cleared checks. Some can be seen by clicking on the Current Balance but all are not shown. We had this in Imaging, simply had to open the details box and click on ...

Currently cannot delete certain GL accounts that are not being used. I Keep getting an error message saying "Unable to delete account since it has associated journals. To find the transactions please visit the Journals Report Page." There is nothi...

EVERYONE WOULD BENEFIT. WHEN SETTING UP AND INVOICE FOR THE FIRST TIME ITS WOULD ELIMINATE THE NEED TO DUPLICATE

The validation should be updated to report the three following conditions as errors: If there are no bank accounts setup for a client

Add additional field titled BSB code on vendor screen or warning for the BSB code if missing when sending inter'l wire to Australia. Users are putting the code in the add'l code field for now but would like its own field or a warning come up that ...

Currently, external users can only view coding breakdowns on invoices via the app. Many external approvers would prefer to approve invoices via their desktop (as it is a larger space to view invoices); however, it currently does not provide any co...