Add the ability to see related documents in the app during approval

Rejected invoices are not currently included in the pending box. These are still pending invoices. This means that the pending box is not a full view of what is truly pending

WHEN PROCESSING A CREDIT CARD THAT IS SPLIT BETWEEN DIFFERENT ENTITIES, THE NOTES FROM ORIGINAL SHOULD DUPLICATE AS WELL ONCE CREDIT CARD IS PROCESSED AND SPLIT

When searching, it currently defaults to oldest first. We are far more likely to be searching for something recent than the first few things ever entered into Agillink. This adds extra difficulty when there are more than 1000 lines of results, sin...

Even if the full amount is approved on an invoice, we should be able to partial pay that invoice. This will save time from have to push the same invoice through over and over.

Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.

To be able to edit the code setup (category, sub category and type), without having to reopen the books to the beginning, would save a lot of time, especially when the code has not yet been used. Example - changing the code from a detail stand alo...

When creating a recurring invoice, the GL accounts are added in a specific order (line 1, 2, 3, 4 etc). This order should be Static but after the recurring invoice is generated, the order of the GL Accounts are mixed up (3, 2, 4, 1). It should be ...

Currently all bank accounts, active and inactive, appear on the Entitlements page. It would be nice if there was an option to display only active accounts, or if there was a column dedicated its status.

Need the ability to restrict seeing Bank Account and Ledger Balances This should exist on the User Role page so that BOTH view only and internal users can make this selection. Many family offices want Users to enter invoices but do not want them t...