Financial styles are currently tied to a template client, having them tied to a natural client would make it easier to select the appropriate style without having to search through multiple styles that may not apply

Add ability to use the 1099 codes and vendor assignments on the JE Upload template

There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks

Allowing user to sort category list by preference (non-custom then custom categories or alphabetically). With standard categories followed by custom categories, makes for a jumbled list of searching each time we are trying to find or save anything.

just like deposits, it would be nice to be able to add a 1099 vendor per line item on the invoice section. I may be paying Smith Client Trust but the 1099 should go to Jane Doe. because Jane Doe has check authorization for Smith Client trust to re...

I can only select two periods on a comparative trial balance, I'd like to be able to select the year to compare against.

Once the entitlement is turned on, force global admins to get the positive pay notifications.

Force the positive pay exception management entitlement when the entitlement comes in.

From liquidity report page, you can choose multiple dates. Report automation does not have this feature.

Would love for Agillink's document ID window to auto-load varying size pages in a pdf file to be a uniform, readable size. An example is we often receive pdfs with pages with small receipt images, and email backups in the next page that's normal s...