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Users would like the ability to run an income statement or balance sheet by a specific date range.

Allow users to update username without inactivating

When conducting transactions in AgilLink the time stamps are all in PT even if a user has changed their profile to ET.

Levels are displayed on financial statements as different columns vs. being displayed as part of the GL structure on the left hand side.

Could we put in a suggestion to Agillink to update their Excel Cash Flows, so that the beginning and ending cash are formatted as numbers?

We would like to give permissions to external users to be able to search past payments and deposits and be able to run Financial Reports without being an internal user.

I receive High Priority emails on every client because I have access to every client. I should not be receiving these on every client. I should only be receiving them on clients where I am on the Workflow. This is a “Workflow” notification. This i...

Setting up Accounts Receivable is extremely cumbersome to generate a simple invoice. We are not dealing with sale of products so units of measure, etc. are adding lots of extra steps for setup on every client. There need to be global defaults for ...

Certain users should be allowed to view the bank definition page, but not have the ability to create bank accounts, or make any changes to the definition. Users can currently view the entitlements page without being able to check off entitlements,...