If a user is entered as an optional approver on multiple steps of the invoice approval process, allow them to click approve once to process ALL approval steps that they are apart of instead of having them approve for step one then having to go bac...

This will allow A/R aging report to be reconciled to the A/R account in other reports (i.e. Balance Sheet) They should also include Paid AR invoices when run in the past at a time when the invoices were opened.

When a firm moves to a new location, the address must be changed on most if not all clients. Provide an option where you could change the address on all clients or on multiple clients (perhaps selected from a list.)

When changing internal procedures and we do not want employees to no longer upload to e a specific category but still have access to it for viewing purposes only. Or when a client comes on board from a firm that used AgiLink, we would not use the ...

Run reports in View output without showing summary accounts

The invoice template does not have a professional look. It needs to be redesigned.

Have the ability to run a report of bank accounts by client. This would be done as a security measure with regards to the banking upload step to audit the accounts that were part of the export from Legacy. This would ensure that the accounts match...

In the reconcile accounts function, it would save time if users were able to match more than one transaction on both the "bank transactions" side and the "ledger side" versus only being able to select multiple transactions on only one side.

Mass cash flow reports like we used to run them in DF. Basically how we have the "Reconcile - Auto Reports" and we can add as many clients on it but for cash flows

Auto-fill settings in browsers are causing users to be locked out, and auto fill incorrect data into fields. For example, Last Check number field in the bank definition may be auto-filled.