Some vendor names are not clear as to whether they are an LLC or Corp until we get their W-9. We should have an additional field in the 1099 payments tab where we can add notes on what boxes were checked on the W-9 to help us double check that the...

Some clients pay the same vendor under multiple accounts. We may want to know how much they pay them total, but being able to differentiate which vendor is which without needing to run multiple searches would save time

We noticed that when using pay notifications in Agilink, the notifications are not included the Vendor Account number (referenced below) which is very helpful for vendors to correctly apply payments. Can we please have this information added to pa...

In all cases when using the book button in Auto Bank Rec, the firm wants a default check number, so set the default value to YES

When you go to Reporting – General – Budget Report, you can run each revision, and it will show you the actual budget (but there is not currently a way to search what budgets were created, when it was created and/or revised, and see the descriptio...

Update the fonts on the check face to be uniform. Currently vendor font doesn't match client name.

Would be great if the main browser displayed the session clock for inactivity.

When a payment is received, have a drop down to select whether a deposit is an incoming wire, ach, check or other. Only 'checks' will print deposit slips. I've made some deposits by uploading an image that are supposed to be ACH payments and forge...

User's would like to filter notifications to be ONLY high priority items. In order to receive High Priority notifications they must turn on all notifications. It's ALL or NONE when it comes to notifications. THe user would like to add a feature to...

The detail tab allows us to view all of the coding in one place. It would be very easy to make changes on this tab. Currently, we can only make changes on the main tab, and we have to scroll through since we only see a few lines at a time.