Requires that the full 9-digit Tax ID has been entered in the vendor screen. Any more or less will cause issues down the road with issuing the 1099's.

Keeping the same name of this process between Legacy and AgilLink will avoid confusion

When a client live-signs checks, there is an ability in Legacy to check off to have the partners/allocators initials added to the corner of the check. This is used for a lot of live-signing clients.

Singer Burke has an account that is pointing to Agilink from EASI but has not been setup in Agilink by the user but they are getting email notifications from Agilink regarding transactions. This is causing confusion. See case 00793742 for more info.

If we see something incorrectly coded in a report like the ledger, it would be helpful to be able to recode it it directly from there, instead of having to click on the hyperlink and going to a large journal and searching for that specific line ag...

Uploading charts is an error-heavy, multiple attempts process. As such, the upload status window gets filled with hundreds (if not thousands) of superfluous errors which add no value. A checkbox to suppress just the "account already exists" errors...

If you run a P&L with multiple columns that include prior period data, and the total of that row equals $0, the report will not run unless you check the box that says "include zero line items." The report should also look for data in the colum...

The ability to segregate specific administrator roles, to put system controls in place. Example - Creating an administrator roll who can only create new users, but not have access to clients or workflow, or gain access to give themselves other adm...

When we ACH/Wire out $, we received notification. I would like the description area to be large enough to see all the description.