When running a financial statement or a liquidity report, there is no reason to have to select the template. Each client only has one template, so the software should detect it automatically.

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.

Users would like to set up an email alert if invoices are not being approved and are sitting in pending for a certain amount of days. Maybe the workflow alert will give the user the option of how many days an invoice has been sitting without being...

Add delete button to To Complete once you click into the document.

Can you please put AUTOFILL back on DESCRIPTION under IMAGE UPLOAD

changing dates for small number of days is made much easier with keyboard shortcuts like this

after uploading multiple invoices and navigating to the enter invoices page it would help if it was possible to have it automatically go back to the list of invoices remaining to be entered rather than having to navigate back for each one

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