Being logged into a Template should be the same as being logged into a standard account and then clicking on another client's image - it prompts you that you're about to switch to a different client code. Bouncing back to the home screen to switch...

When reviewing/approving invoices, the next invoice should be the next invoice. Instead, it jumps around to an invoice already approved, or to another invoice somewhere else in the list. I think it goes to an invoice that was entered next, rather ...

I understand with AgilLink, this task was pushed to the client side but the software is difficult to manipulate with what should be fairly straightforward. For example, I have been wrestling with one client signature for an hour to try and get it ...

The tab feature would be helpful when going through invoices to pay. Currently the tab goes to the invoice number and the date but bypasses the check box. It would be helpful to tab to the box, and push the space bar to select/deselect the invoice...

No record of emails that go out through AgilLink

Add Client Code to home page, some client names are similar

• Multiple tabs – forces to navigate to same client • Cross Clients – Advanced search • Payments going to vendor - look up invoices while coding out credit card

Set output method for Saved Report Setting

Add the full address to the active/inactive report, to be able to run by the location that handles clients including address updates

Recoding an invoice for 1099 processing is TOTALLY UNRELATED to GL account recoding, and we cannot assume that the person performing both actions are one and the same with the authority to do both. This change should be implemented at the user rol...