In Legacy/Imaging you were able to look at the details window and see the status of the transaction. It would show the date an ACH went out and the date it was going to post to the recipient account. We would like this functionality to be availabl...

Most bank accounts that are entered are business accounts, can the default bank type be changed from Consumer to Business in the bank account setup section

Would like the ability to 'lock down' the ability to edit the header/footer/disclaimer on any reports. Currently if you are allowed to run reports you are able to run them without these items. Jason feels like this should be able to be locked down...

Error 102 states: Client has inconsistent monthly closes, but the client can be extracted anyway. Please change error 102 to a warning.

Firefox generates "Unable to get DDS labels" error and "Unable to perform the operation" error during invoice entry.

If there is something in the reporting state field on a vendor, and there is no tax ID number, we would like the validation and extraction to just ignore what is in the state field

It is required by law that the payor provideds to recipients of 1099's a copy of the form instructions. DF provides the one for the 1099-MISC if using the 2-up form but has nothing for the DIV/INT/R forms. The firms *can* copy the pdf from the IRS...

The extraction gives an error "Must specify valid information for parsing in the string." This has to do with recurring invoice definitions. When we deleted the only recurring definition, the error went away, but we're not sure why. We would like ...

When we get the error: Index was out of range. Must be non-negative and less than the size of collection. Parameter name: index: What the error should say is that there is an error with the bank address on a/some bank account/s. By making sure the...

We should find a way to create a internal type user that can be activated when a client needs to be onboarding onto AgilLink. That way we are not affecting their own internal user count until we are done training and deactivate the user. I am curr...