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...

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...

the approved open invoices should reflect the amount of all open approved invoices so the ending GL balance reflects all open approved invoices to prevent approving more than is available.

Stop pays get rejected if payee name is over 30 characters

As email has gone away as a validation method for 2fa we need to make sure that either Token or Mobile is required before a user can be submitted and email is set to non-required.

The image that was associated with the payment should automatically be transferred to the automatically recorded deposit. Currently, it only shows the default image from the bank.

Currently you can only search one vendor at a time. Being able to search a few specific vendors during one search would save time.

If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...

Ability to expand or widen the detailed description field in the invoice screen to show full contents in field.

SYSTEM WILL ALLOW TO DO JE, ENTER INVOICE, ENTER CREDIT CARD CODING ALL THE WAY THRU THE END AND WHEN YOU TRY TO SAVE IT ONLY THAN DOES IT TELL YOU THAT PERIOD IS CLOSED. CAN IT BE FIXED SO WHEN YOU PUT A DATE IN THE CLOSED PERIOD IT WILL LET YOU ...