The current compilation and eFile generated by AgilLink is an all or nothing making it so that all 1099 forms are included in the file even though each form has a different due date. This forces us to efile all forms before the actual due date

During a deposit or recording a payment, once you choose the payor or vendor, you can no longer change the bank account. There should be an option to change the bank account during this process and even when it is saved (as long as not yet cleared...

This is an option for much of the external reporting but for some reason not Trial Balances. Most employees are used to working through client ID's rather than company/family names.

On invoice details screen - the review steps are part of the full approval steps. This is confusing to users can Review be separated as it was in Imaging or at the very least relabeled as review.

Clients would benefit from the ability to be able to login to our mobile app from Vacation in Europe or abroad. We also have users that travel on business and would still need to approve transactions for the firm.

Would like signatures to print if an invoice is overridden. Would like payments to go out if an invoice is overridden

Provide us with a report for status on emailed AR Invoices. We send ar invoices via email in batches, and occasionally only a partial batch is emailed, and the rest fail to send. We have no way of knowing which emails/invoices failed to send

When journal entries are submitted from the To Enter Screen, it would be great if there was an option to print the journal report for that entry right there. We print all individual journal entries after submission, so a button to print it at the ...

Allow users to enter an alternate invoice number for a recurring invoice and validate the alternate invoice number so that duplicates are not allowed. We do not want to edit the recurring invoice number that was auto generated by AgilLink as this ...

I would like the ability to see when I am mandatory vs optional on approvals