Change font color on drop down menu items based on permissions

An Agillink firm is having issues where an EFT was entered and when the approver attempted to approve the transfer (a few days later), it stated that the "Transaction Date should not be prior to today.". The firm said when using the legacy system,...

Currently, the search filters on the Template Client screen are simply labeled "Client Name" and "Client Code". I expected that I could enter the natural client name/code and I would get the template client associated to it, similar to the search ...

If you run the Aging Report in "Summary" Display and Sort By "Invoice Date" you won't see any line items on the report; it simply returns a single total line. We should either always run the report in "Detail" or warn the client that their report ...

We typically refer to the invoice status of "Cancelled" spelled with two L's. However, the word is spelled with one L on the Invoice Register report > "Show Canceled" checkbox (see attached). This should be fixed for the sake of consistency.

Users would like GL subtotals to be added for split clients in the Credit Card Import Report. This would be done when sorting by GL coding.

When booking a transfer between two CNB accounts using the ‘Transfer’ function ~ and associating a document to the transfer ~ the deposits & payments entries which are generated do not have any documents associated with them. I would like the ...

would allow faster processing of multiple transactions from the same account without having to wait for Agillink to reset after each submission

Bank status on transactions rejected by EASI may descriptions/status longer than 128 characters. . The existing character limit of 128 causes long statuses to be truncated.

need a report summarizing by roll up accounts