This would help anyone that has to approve invoices once they go into the pending stage. If you can select your own name, then you can quickly see what you need to approve rather than having to see all the pending invoices. It's also helpful if yo...

In Datafaction, we were able to search without entering a specific client code. This is helpful when we're searching for general vendor/payor information that we know is used within the firm.

Just as we can have an alternate address for 1099, please add the option to have an alternate name on the client for 1099 purposes.

A partner would like to see the Detail tab and the Image when opening Approve Invoices. The default to this section of the program is Invoice and the Image. We would like to make this an User option.

In Imaging you can search cash receipt backup by “search terms” and by “Relationships” see image below. In Agilink we do not have those options to search in Deposit Backup.

With only wrap around you can not add lists like: 1. 2. 3. Which is cleaner

Categorized saved reports based on user saved reports vs. global reports for quicker identification and selection

Rather than closing books one-by-one, can we mimic the bank reconciliation process to include a selection of clients or client groups that can be closed at one time?

The general ledger gives totals for every GL account but not the grand total for all the accounts selected. I have clients that ask for the detail activity and total for multiple expense accounts.

As it is now, invoices that are ready to pay or be released are still seen in the "pending" folder, along with invoices that have not yet completed the approval process. The ready to pay/release invoices show the bookkeeper(s) as the "approvers", ...