When the credit card module memorizes split codings, you have to still click on the scissor icon to review the coding that was memorized to confirm it's accurate. It would be a great addition that on the main page asisde from seeing the coding on ...

Can we have a more descriptive error message for the review credit card menu when the invoice ID has already been used? Currently the error message the document doesn't match the latest version, please refresh the inbox to see latest does not let ...

Users would like to setup recurring templates for deposits. Similar to recurring Invoices.

Users would like the ability to enter a Next Due Date on the recurring invoice template screen. Currently that date has to be generated off the selections made above. It would be extremely helpful if we can set the Next Due Date and then set the r...

There should be a sorting option for all reports, so that users can select which level(s) they would like the report to run for. Currently, only the Balance Sheet, Income Statement and General Ledger have these options.

Under Banking > City National Bank Statements > "Search Images and Transactions" where the bank statements are listed, it would be nice to have our GL descriptions or Bank IDs in a column next to "account #" so we know which account is which.

Often I have to pull and send invoice images to vendors. We should have the option to send the invoice image automatically with E-pay notifications.

This would be helpful when keying invoices to compare the information provided on the current invoice with what was previously stored in the Define Vendor setup. Many vendors continue to change their bank information without noting that on the inv...

We use Agilink for all companies and specifically touring. For touring we use the divisions feature to track expenses and income that is related to a specific tour/project. Now that I am a senior I no longer do most of my own transactions and inst...

In addition to being able to attach an image to Vendor Set-up (like W-9) there should be a section under Vendor where you can save notes.