Just as we can have an alternate address for 1099, please add the option to have an alternate name on the client for 1099 purposes.

In Imaging you can search cash receipt backup by “search terms” and by “Relationships” see image below. In Agilink we do not have those options to search in Deposit Backup.

if making adjustments to a complicated JE, there's no where to look at the screen to confirm what JE you're in. Seems like an easy add-on that would help a lot.

The AR aging report does not produce any results when I enter a custom date range of 90,180,360

If a user has three family sets of clients organized by groups in their user profile they can only see the clients on the dashboard based on the active client in the menu. Account Managers would like to view all the balances for the clients they a...

We would like a cancellation date field, so if we have to cancel an invoice after a posting period, the financials won’t be off. Right now it defaults to the date of cancellation, and if it’s post close, the invoice still shows open in the previou...

You should set up Financial Reports Templates instead of letting us create them. It is very hard to create them and to define them. You know how to do this, because you did set up reports in Datafaction.

On the BS & PL Fin Stmt Styles (Header section), the ReportDateLong token does not display the month in ALL CAPS (we tried editing the token to ALL CAPS, but the month still printed in mixed case).

Column heading/GL amounts alignment. Utilizing the entire amount of the page. Numbers wrapping. Suppress GL coding. Redundant columns names. Underlines.