Give firms the ability to bypass Review workflow for Recurring Invoices based on attached image replacement matrix

The memo date filed was is used to record the actual check date if the user is entering a payment with a check date for a month that was already reconciled (bank rec) and GL closed. i.e. - June has been reconciled, a payment will be recorded with ...

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.