On Legacy GL accounts on a client with "soundex internal desciption", the conversion process should migrate this field to AgilLink "Search Term" field in Define Chart (see attached)

Since the template chart is the driver of the client charts, it doesn't make sense for the account to still be active at the client level if it's deactivated at the template level. I'm deactivating it at the template level because I don't want it ...

Give firms a setting that allows them to set the max invoices per check on A/P vendors at the client level.

When tabbing to the amount field for a deposit entry on an existing payor, the previous amount should be selected so that if the user needs to change the amount, they can just type over it.

Give admins a setting to requires users to enter payor and amount information when they upload deposit images

The office copy of the check needs to have the same info as the stub that is sent to the client. While I know most users are scanning, we are not there yet and really need a check copy/stub to have relevant info like date, check # and amount paid ...

Give firm the ability to add their logo to AP Checks, which will allow the checks to look more professional.

When choosing dates for the beginning and ending dates of a cash flow, first a calendar month appears for the beginning date and then about calendar month appears for the ending date. It would be nice if 2 calendar months appeared at once so the u...

On the main navigation bar, the Admin dropdown window is too long (at least in Google Chrome). It extends to the right further than it should, so that the full window isn't visible, with part of the Financials column cut off. Make it a smaller win...