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 ...

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.

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...

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.

Users should have their notifications for Online Banking/Workflow disabled if the user is made inactive.

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...