In Legacy, when we rejected an invoice in the comments, staff will make corrections and the notes and history of coding used to stay. I used to be able to see why I rejected an item and how it looked in my "To approve" screen. Now after approving ...

Currently when you delete a page from a doc on the Categorize Documents page, AG takes you back to the list of items To Complete. I believe the screen should stay on the document you already have open so you can continue working on it.

After 4/3 of this year, any transaction in the check register changes the opening balance of check register.

When going to the "Reconcile" function, have a button that automatically selects: Bank Accounts, Reconcile Accounts (default to Automatic), Reconciliation Type (Auto), Reconcile, Process (default to Enter Clients), Statement Begin Date, Statement ...

The All History payment report on the vendor definition does not include ALL payments, it only includes payments from the current date back

A user may want to periodically save a Credit Card when entering a long statement to ensure their work is saved. When clicking save the screen clears. Retain data on screen so user can continue coding after clicking save

In some cases this report needs to be able to be run for a specific JE#. In other cases this report needs to be run for all sources of "JE" or all sources of "APPAY" so that selection should be offered also.

Currently if you want to replace a signature you must delete the signature then add it in again. The downstream effect of this is that you must go into each bank-def the signature was assigned to and reassign. It would be great if the sig file cou...

Create default style financial templates on client moves The default styles are created when a new template client/ client is created, the logic appears to not include client templates/ clients created via a Transfer.

An item was rejected but when the bookkeeper opened it disappeared now I cannot see why this is rejected in the first place.