From liquidity report page, you can choose multiple dates. Report automation does not have this feature.

Can we have a report to confirm if Send to Bank was checked on Stop Payment?

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...

This would be helpful when firms receive new clients via a move and have to manage the custom category that comes over. Taking the image out of that category and into another is done one by one.

When clients are being uploaded via an Excel spreadsheet, it would be great that if the groups have not been created yet, that the system will create them with the upload.

Expensify integration with potentially creating invoices from downloaded bills.

We are trying to clean up calendars and want to know what clients are associated with each ID It would be nice if this error gave us the clients that are associated so we can change them then delete this ID

When receiving an error message on the Transactions->Review Statement menu, the system does not inform you what line is causing the issue. The Error messages should include the line details so users can find the issue easier. The error message ...

We would like the ability to open a batch when entering invoices so that the bank account we choose will be the default for that batch. We had this ability in Legacy and found it helpful.

when running report automations for reports with one pdf per client the resulting files all return with the same name. this makes saving the files a hassle because of duplicate file names. it also doesnt specify the name of the report run in the d...