Cal Financial would like to have a duplicate and relate button that allows you to duplicate a document and create a relationship to that same document to save steps. They stated this worked in Legacy

Not all transactions can/need to be trained

When going directly to Search Images, the Advanced Search option is available. When in an invoice and click on Related Documents and go to Search Images, the Advances Search option is not available. Since it is taking the user to the same page, it...

Demonstrated in Define Vendors. When a user "tabs" over from zip code box and is selecting the country by typing the first letter, in the country selection box, pressing "U" to first instance of "United State" the actual selection is not United St...

When I run the trial balance report to view we see the report header on every page but when we print it as PDF it only appears on the first page. Please allow us the ability to print PDF with headers on each page for trial balance report.

Goodfriend and Jacobs likes the look of the SRSS format (general ledger or TB) and would like the option of running the BS and IS in that format type.

User needed assistance marking a check as cleared. In reference to a deposit from AgilLink client, this check needed to be marked as cleared 12/21/2021. When they tried to do so they got the error “Invoice already exists with the ID 34 for the sam...

Account for line breaks in the disclaimer

If we setup a user role without he ability to pay invoices they should not be able to see the To Pay inbox. In general the boxes should not appear at all if the user can take no action on the items within.

"VID" / VENDOR ID column in the to APPROVE INVOICES inbox.