Would like the ability to 'lock down' the ability to edit the header/footer/disclaimer on any reports. Currently if you are allowed to run reports you are able to run them without these items. Jason feels like this should be able to be locked down...

Often times as users are promoted in a firm they go from being Approver step 1 to Approver Step2. Or a user will leave the firm and all rules with that user need to be replaced with a new user. A tool to perform these actions will greatly assist t...

Error 102 states: Client has inconsistent monthly closes, but the client can be extracted anyway. Please change error 102 to a warning.

When running a Trial Balance, you can delimit the report only by the first Level. This is fine is all levels are an implied hierarch (e.g. Tour, Continent and City, or Series and Episode). The problem is when the levels ae independent (e.g. Proper...

Firefox generates "Unable to get DDS labels" error and "Unable to perform the operation" error during invoice entry.

If there is something in the reporting state field on a vendor, and there is no tax ID number, we would like the validation and extraction to just ignore what is in the state field

Client would like to also see the transaction details along with the copy of the image, when the link is sent via AgilLink. I've attached an example.

It is required by law that the payor provideds to recipients of 1099's a copy of the form instructions. DF provides the one for the 1099-MISC if using the 2-up form but has nothing for the DIV/INT/R forms. The firms *can* copy the pdf from the IRS...

The extraction gives an error "Must specify valid information for parsing in the string." This has to do with recurring invoice definitions. When we deleted the only recurring definition, the error went away, but we're not sure why. We would like ...

When we get the error: Index was out of range. Must be non-negative and less than the size of collection. Parameter name: index: What the error should say is that there is an error with the bank address on a/some bank account/s. By making sure the...