Deleting documents that are not needed in the To Complete takes too long as you have to delete documents one by one. Would save more time if we can select multiple without having to go into each document.

Having the ability to exclude specific GL accounts would be useful in the general ledger (especially for bank accounts, when needed). This is currently possible on the Liquidity Report.

When entering a deposit from a particular payor that is defined in the system, would like the ABA number to be stored and displayed after a receipt is entered and they are doing the next one. This is helpful if entering multiple checks from a sing...

When recording a payment, the bank account is greyed out after inputting a vendor name. Have to reset or delete the payment entry in order to change the bank account.

We're getting Agilink files for new clients and it's starting to clutter up our own set ups. We should be able to change the calendar IDs so that I can move calendars we don't want to use to the bottom of the list so that I don't accidentally pick...

I'm deleting/adding several levels on a client to clean up how it looks. However, I got an error message that I cannot delete an item (that I thought was empty). It would be very helpful if the error message could state WHAT was deleted. I had to ...

When uploading a credit card statement using Define Credit Cards/Manage Statements, there seems to be a character limit for the transaction descriptions. This limit often cuts off crucial parts of transaction descriptions, like passenger details &...

Would be nice to be able to set this on the client level as different desks work differently within the same firm. This preference is wildly different from one desk to another. It's a hinderance to turn if off on desks that don't reconcile frequen...

When reconciling a bank account, there is no report available which allows you to see what transactions have cleared for that bank statement. There's no way to determine if your discrepancy is with Deposits or Payments/Checks. Would be helpful to ...

All you have is the Vendor Report, Chart of Accounts Listing, and the Budgets Report. There should be a list option for everything, especially levels, bank accounts, recurring invoice definitions, credit cards, payors, commission tables, and workf...