Create notifications for custom categories that trigger when documents are uploaded. This will be helpful for notifying the tax department that files are available for a particular client.

Should be able to view the Activity Report from the firm's start date with entitlements. Currently, if you have an changes & need to move the bank profile to another client code or you forget to check the Activity Report box, your viewing only...

Add under the Baking tab the Activity Report. Currently the only way to view this is to go to the home page & click on the blue Current Balance number. Would be more efficient to have it under the banking tab.

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

STOPS US FROM PROCESSING EFFICIENTLY

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

There are two scenarios for APs on AgilLink in case of accrual basis. The entered invoice are shown on company’s Balance Sheet, the aging report can be run properly and these invoices are sitting in Pending box. This scenario is perfect when compa...

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 ...

There should be a firm setting to enable/disable the ABA field when processing a deposit.

It's hard to tell a journal entry that was a result of a reversal because it has the exact same JE number for both the journal and the reversing entry. It would be good for the reversing JE to say 1234-RV so it's very easy to know any JE number th...