I'm having to update g/l #'s to work with InvestLink. I enter the g/l #, hit tab (wait for the info to display), then add two digits to the #, hit tab and the "Update Existing GL Account" box appears...it can take anywhere from one click on the No...

On balance sheet, when selecting the "Negative numbers in parentheses" checkbox on the additional formatting tab - the negative numbers are not properly aligned - appears to be one character too far left.

The client would like to hit the space bar to pull up all the names under the predicative search look up when coding an invoice using Division vs having to type in the name of the Division.

When setting up summary exceptions on a credit card, if the GL # hasn't been activated/defined, it does not take you directly to the screen to do it. You'll need to cancel out, go to the define GL#, activate it & go back & start over.

Partners having a difficult time answering security questions while on the road. They are constantly traveling.

Bank status on transactions rejected by EASI may descriptions/status longer than 128 characters. . The existing character limit of 128 causes long statuses to be truncated.

Example: Searching the same vendor (invoice or deposit), but in all entities belonging to the same group

Since we require our firms to move all of the clients data on AgilLink to the new firm there needs to be an easier way for the releasing firm to extract data from AgilLink. Right now they would just have to export all images without any way to ass...

I want to be able to obtain the document ID number after I upload an image so that I can directly create a relationship from a desired document. In the old DF system, we had the option to search an image or manually enter the document ID number to...