The dropdown list to select Transfer Templates is organized based on when the template was created. Organizing alphabetically will make it easier to identify the correct template to use. This would benefit any client with a long list of transfer t...

I was recently advised that in order to avoid locking (pick a subject), that we should hit CANCEL at the bottom of the screen instead of the X to close the window. Could the CANCEL button be added to the top of the screen to avoid having to scroll...

Please add the option to sort for Recurring/Non Recurring Invoices to the Pending/ To Approve/ To Release/ To Pay screens. Right now, we can only sort that way on the To Review page - that is not a sufficient use of that utility.

Can you please add a way to scan directly into Agillink like there was in Datafation Imaging Helper? It's crazy to have to scan into a different program and then have to drag and drop into the system. Thank you!

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...

More options to customize placement of underlines and $ signs on balance sheet and income statements. For example - on the balance sheet, when using Total Column Offsets, I do not want an overline on my Total Current Assets amount, I would want i...

this would allow notes like - foregin vendor over 10K start holding taxes

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.

I believe we need a way to either reopen a cancelled AR invoice or a way of changing the cancellation date. At the moment, if an AR invoice is cancelled with the wrong date, the books are off in regards to the AR GL account. Allowing the change of...

When a user is a first step approver and a delegate in another step, the display of the inboxes doesn't indicate whether the approver is approving as themselves or as the delegate. They need to open each invoice and look at the workflow. Can we ad...