Add ability to delete an unpaid invoice in a closed period to minimize reopening and closing periods.

When uploading an image, there are options to add a description and/or a high priority note to the image, but not the option to add a regular note. Neither descriptions nor high priority notes are visible when entering invoices. It would be helpfu...

This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

add column with "Lock" status on Client Status report

It would be great to have a DRAFT stamp as an option to add to the financial statements. This would be used if they have not been finalized/the tax return has not been filed. Currently, a stamp is being manually added after the report has been run...

Would be really nice to be able to run multi-client financial statements (income statement / balance sheet / trial balance) at non month end dates just like you can for single client financial statements. When I try and run multi client financial ...

I am receiving complaints from clients that the password needs to reset too frequently. If possible, please extend this time frame. Thanks,

Clients would benefit from the ability to be able to login to our mobile app from Vacation in Europe or abroad. We also have users that travel on business and would still need to approve transactions for the firm.

Currently if a user wants to check to see what payments were made against commissions that were marked as "Memos," they need to run a separate Invoice Register and tick and tie against each line item. If a link could be made on payments processed ...

Would love for Agillink's document ID window to auto-load varying size pages in a pdf file to be a uniform, readable size. An example is we often receive pdfs with pages with small receipt images, and email backups in the next page that's normal s...