If a vendor invoice is dated in a closed period, user can't submit without re-opening books. The date of the invoice is irrelevant as far as payment is concerned (just searching) so there is no point in checking it against the date a client's book...

Since the transfer methods have been updated to move away from the idea of "Book Transfers" vs "AP Book Transfers", the "Book" entitlement should be renamed to better indicate its function (i.e. "EFT"). There are already entitlements for ACH Debi...

Client would like to be able to restrict user from gaining access to a specific bank account for a client. For example, John Smith (client) is in Group A and has 4 bank accounts but the admin would like to give their user access to view 3 out of 4...

The Reconciliation Report current displays two different formats for negative numbers. Negative amounts in the "UnBooked Adjustments" section of the report are displayed wrapped in parenthesis. However, the amounts in the Outstanding Payments sect...

We get all of checks that include meal penalties, but they are not commissionable. When you do a commission template there is no way to exclude the meal penalties from the gross, so any commisionable checks that include meal penalties i have to do...

Example: Searching the same vendor (invoice or deposit), but in all entities belonging to the same group

It would be helpful to receive notifications when documents are uploaded into a specific category. When doing tax returns I would like staff to be able to upload estimate payments and other tax related documents and receive an email when they are ...

When still in a client template on the home screen and you click on the invoices to enter shortcut, it boots the user back to the home screen because templates can't enter transactions. This should be disabled because it is not an actual screen fo...

It would be quite helpful to have each error in the validation results be its own error number. Below is a chart of some current error codes and their proposed new error codes. If one of the proposed new error codes is already taken by another err...

When entering an invoice in AgilLink, you are able to enter an amount in both the credit amount & debit amount boxes (screenshot below). In DFX, it would automatically zero out once you enter an amount in the opposite box.