When we aren't using levels, we need to create several budget revisions per entity. E.g., if we have 5 homes with distinct GL codes, we need to create 5 budgets for each home to get a budget vs actual report. We would like the ability to tag some ...

Users would like the ability to enter a Next Due Date on the recurring invoice template screen. Currently that date has to be generated off the selections made above. It would be extremely helpful if we can set the Next Due Date and then set the r...

Users would like to setup recurring templates for deposits. Similar to recurring Invoices.

Extending will help reduce the number of times we're logging in - when working on other projects.

This would be helpful when keying invoices to compare the information provided on the current invoice with what was previously stored in the Define Vendor setup. Many vendors continue to change their bank information without noting that on the inv...

Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.

There should be a sorting option for all reports, so that users can select which level(s) they would like the report to run for. Currently, only the Balance Sheet, Income Statement and General Ledger have these options.

Under Banking > City National Bank Statements > "Search Images and Transactions" where the bank statements are listed, it would be nice to have our GL descriptions or Bank IDs in a column next to "account #" so we know which account is which.

Often I have to pull and send invoice images to vendors. We should have the option to send the invoice image automatically with E-pay notifications.

When recording check payments from non-CNB banks (pocket checks that the clients wrote, outside of Agillink), the system currently requires that you select a bank account for each check, so if you're recording a month's worth of payments, you're s...