Users are setting up vendors to automatically record a deposit on another client code. When they use payment method ACH to pay these vendors, and incoming ACH image is received in the To Enter inbox for deposits. The users would like these images ...

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

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

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...

It would be helpful to have the time stamp on transfers sent to the bank via electronic funds transfer. Currently, it only shows on the business suite side.

This will help the approver not have to click into the Invoice tab and will save time when approving invoices for accrual clients.

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...

External users should be able to set up their own workflow alerts. Currently, they do not have this option, so they need to rely on the admins of the site to assist.

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...