When uploading and categorizing a new image, the Client dropdown menu is now sorted by client code, instead of alphabetically by client name. Would love to have this switched back for ease of use

Workflow on occasion has a line that is blank how can we identify the user that might not have rights?

Editing journal entries that are already “viewed” doesn’t reset the view/fyi process. Defeats the purpose of reviewing things if they can just be changed at any time.

Can we go back to the Client Name sorting with the new Multiple Upload page. We used to be able to type the client's name to quickly pull them up but now that feature has been switched to starting with the Client Number. Alternatively, allowing th...

Will you please be so kind as to set up the Image Upload Page from Home AgilLink the way it was before? It was much faster and now it is taking so long without taking into consideration that the whole program is slow.

There's an option to add website information when defining a vendor, but you can't easily access it when preparing an invoice. It's currently not worth using when you have to stop preparing and go into "Define Vendors" just to see it

When running reports in view detail mode to output to PDF it leaves out all the rollup accounts. This issue also occurs when running Report Automation. The workaround is to output in view mode then print to PDF each report manually.

There is no setting to have a recurring invoice match either the due date or check date for Invoices that are on Autopay. Add a check box to enable this feature.

It would be great to be able to sort by check number. This would save a lot of time when clearing checks (or making them outstanding) for standard bank recs, when they are originally shown as out of order (currently sorts by date only)

Acct. Mgrs. & partners not liking this functionality.