can identify accounts that need to be covered for a client list

User would like to be able to copy and paste an email address into the confirm email address fields when entering contact information on the 1099 E-File page. It currently requires you to manually type it in and you cannot copy and paste into that...

We should use the terms "Level Rollup" and "Level Detail" to help distinguish what is being referred to by end user. Levels 1, 2, and 3 in Admin >Clients >Detail tab should be Level Rollup. What is within said Level Rollup should be called L...

We use the "to complete" as a mini workflow for special purposes and the fact that we cannot see the values in the specific columns, despite the definition on the category being set to "YES" as Column, makes it very difficult. Especially since we ...

The only way to successfully print a copy for our workpapers is to complete the following: You can print a blank 1096 form on standard white paper and then put that printed form back into the printer to print the 1096 information on. It may not be...

When uploading multiple docs at once to have the option to delete the whole pdf instead of just one page at a time.

We are attempting to run two GL ranges in AgilLink via a General Ledger. One set of codes are in the assets (where we did not utilize levels), where the other set is on the Income Statement (where we did utilize levels). We currently cannot run a ...

When a user selects a start period for running a ledger report the system should automatically populate an end date of 1 period since the user would need to visit that field anyways to change the date. That way if the user only needs to run the re...

Can we have the option to exclude vendor account # information from printing on the check?

There are many fields we don't need to see in the inboxes and some we need to see that aren't there. Can we have the ability to customize what we see? Or can we have the option to Expand the invoice to see the description similar to Legacy?