Would allow you to create the duplicates you need while uploading a batch of images, and can be especially useful if an image is being used for multiple clients.

When our clients ask for pdfs of their payments, we could simply run the image search on their income account, select all images to print and send in one step, rather than having to run a ledger report, remember all the image scan dates, go back t...

I think there should be a Master search without having to pick a specific tab.

IE: Transfer entered today, but not approved until tomorrow were processed successfully in Legacy without any user interaction in Legacy.

It would be great if CNB mortgage statements would automatically import as an invoice each month

QB allows changing the memo field at any time when using the an existing vendor. Agillink currently makes it so you have to go into the vendor profile and change the description (which is actually the check memo field) and essentially locking all ...

A report that would allow Admins to be able to investigate a Client Group to see what users have access to that client group would be very helpful for audit purposes. If the report could also show what user roles those users had would also be usef...

When I'm searching for a journal, I don't believe it should matter whether it was created as a standalone JE or as an ICT. Currently an ICT does not show up in a journal search

Sometimes clients, specifically managers, need a report pulled for a date range outside of the closed periods. Would be helpful to be able to choose a date range.

deposits would be entered and be "temporary" e.g., they would not be in the ledger. Standard workflow approval for the Journal category would be available. When last approval action occurs, book the transaction. Allow a final FYI workflow step aft...