I want to be able to obtain the document ID number after I upload an image so that I can directly create a relationship from a desired document. In the old DF system, we had the option to search an image or manually enter the document ID number to...

When running a report (balance sheet, income statement, etc.) in AgilLink, the tab that opens should read the name of the client and report name. For example, Andre's Demo Client/Income statement. Currently, the tab that opens is generic and reads...

If you cannot just delete the bank account from the system, at least give an error in the extraction utility.

Currently in Define Vendors > Payment Information, if there are more than 8 payment methods in the "Exclude" column, the methods overlap with the "ePay Account Information" section, making it very difficult to read. The columns should scroll or...

We get an error that something is invalid on a bank account that is inactive and can only be seen using system,client_xxx,bank-def,bank-def and must be deleted manually (ie, not in the screen).

We find invalid states (VI is a common example) listed here

We find codes entered manually somehow that are not listed on DO i099 BOXES.

Have the cursor automatically position itself on the first line at the end of the text when tabbing to a field with a line of text in it. Currently, when tabbing from line to line of text the cursor automatically positions itself at the beginni...

As an admin user, have the option to allow general users the ability to create vendors, commission tables, GL accounts etc, but will NOT have any effects on the client’s account until it gets approved. Could even add an additional step or somethin...

Currently the entitlements file is only processed once per day early in the morning (~ 4:00 a.m.) Support often needs to A) reprocess today's file as in the case where a CIS# was not added to a new site or B) to query mway for a new file mid-day a...