Goodfriend and Jacobs likes the look of the SRSS format (general ledger or TB) and would like the option of running the BS and IS in that format type.

Goodfriend & Jacobs would like there to be less space between the header and where the numbers start on financial reports. I believe the reason for the space is we allow potentially 4 header boxes but 99% of the firms I have been involved with...

We need the ability to block image replacement on paid invoices. An approver is approving an invoice based on the coding and the image. The image is part of what was approved.

The tiny little box that says "Update all existing invoices and payments with the default 1099 code effective_____" is easy to miss. And it only shows up if you were to change from 1099 Payments - Never to something else. That little box should al...

User needed assistance marking a check as cleared. In reference to a deposit from AgilLink client, this check needed to be marked as cleared 12/21/2021. When they tried to do so they got the error “Invoice already exists with the ID 34 for the sam...

Users were hoping to have clients 1099-INT forms uploaded from the bank automatically like they do with credit card bank statements or other bank activity.

Currently in Agilink if you go to the Edit 1099 menu, you can pull up a vendor and edit the vendor information from that menu but you cannot change the payer information. In some circumstances clients have LLC entities on their Agilink under their...

would like to see the totals or grouping just like the divisional report is exported on the Ledger but ran in consolidate/non div mode. Ex- meals on example - want to see one total and grouped by meals. Right now we're manually manipulating data i...

Users believe that the invoice number should be transmitted with payments as a way of communicating with vendors which invoice the payment is for.

in legacy we can edit/modify client information; this allows us to change the payor name to an LLC that is located within a set of personal books. This feature is missing and is needed or else we will have to setup new books for every LLC for our ...