When setting up summary exceptions on a credit card, if the GL # hasn't been activated/defined, it does not take you directly to the screen to do it. You'll need to cancel out, go to the define GL#, activate it & go back & start over.

Client is aware that it will auto-save, as long as the "cookies" aren't cleared. Client either wants that requirement removed or have a perm. auto-fill that doesn't clear under no circumstance.

Partners do not want to see that tab since they are not setup as "releasers". If they had the ability to hide that tab, that would help.

Partners having a difficult time answering security questions while on the road. They are constantly traveling.

Prevent Auto-complete & auto-fill on sensitive fields such as: UserID & Password on the "Users" page. UserName & Password on the "Define Vendors" page (for ebills) Old Password & New Password on the "Change Password" page (when pa...

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 ...