Currently if a transaction is future dated the funds are withdrawn immediately and then paid to the recipient on the requested date. Users would like the ability to schedule releases/payments for future dates but not have the funds taken out till ...

Give administrators the ability to allow View Only Users to view the Recurring invoice Template screen. Firms will use this to allow their client services team to audit the recurring invoices and make sure all recurring invoices are setup for clie...

Firm has a client on a fiscal year close June and wants to run a full year of items for 2024 (Jan-Dec) without having to run multiple reports.

When we aren't using levels, we need to create several budget revisions per entity. E.g., if we have 5 homes with distinct GL codes, we need to create 5 budgets for each home to get a budget vs actual report. We would like the ability to tag some ...

Extending will help reduce the number of times we're logging in - when working on other projects.

Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.

Reports (such as invoice registers, journal reports, deposits reports, etc) should not require date inputs. If no dates are entered a report should show all activity for all time If no end date is entered a report should display all activity from ...

When recording check payments from non-CNB banks (pocket checks that the clients wrote, outside of Agillink), the system currently requires that you select a bank account for each check, so if you're recording a month's worth of payments, you're s...

Currently, the pending transactions and transaction alerts are ALWAYS highlights orange and red. Making it desensitize us to when there are numbers in those alerts, since they are always highlighted red and orange, even at zero. Can these be unhig...

Would like to have this report when doing Reconcile-Standard bank recs.