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...

that way everyone would know who the invoice was sent to without going into the client. not everyone has access to client details.

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...

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 ...

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

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...

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...