To review the journalized coding of the credit card since there is no option to run a journal report for credit cards only and everything comes into the report if you search by journal entries. Legacy report DO CC RPT-IMPT.

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.

When doing GL review, different people have to see the same record multiple times. The lock prevents a back and forth discussion and review of GL items.

At the moment, if you check off grand totals it will total all columns with no distinguishing between the columns. There should either be a way to decide which columns will be added as part of the total or total each column based on level separate...

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.

I have had multiple firms ask me for the ability to run an Income statement for a 12month period that is not their standard fiscal year end. As far as I can tell there is no default column definition that would accomplish that but on UAT we have a...