When recording payments, Use Next Payment Number should be defaulted to YES. Majority of the time, there's no need for a specific payment number. It can be whatever is assigned by the system. This will save us time.

EFTs that become stale need to have the date be automatically update as they go through approval.

When running the Payment Register from the Invoice Reports tab, there does not appear to be an option to include an Invoice # and Invoice Date. This is necessary to cross-reference invoices processed in a current period (i.e. Jan 2021) that may in...

When multiple columns are added to the AP Aging Report the 10th column falls off into a separate page even though there is plenty of room for it.

if a client moves to a new firm and must be recreated with new chart it is difficult to upload vendors to new client as the report is in a different order and does not include all info.

When changing the address or phone on firm settings it would be great if you were able to change/update that address for existing bank accounts and clients. Maybe you could pick a client list to have it update the client address and then next time...

Currently, on a saved Global Trial Balance comparative report even if you uncheck the Show Difference Column and save the report, the report will default to this box being checked when you choose this template and rerun the report.

I want to include a total by S account

When uploading journals to a client in AgilLink and coding to a GL for the first time the upload doc does not allow you to change the GL description on the natural client. This means that as you do journal uploads you are inheriting the generic GL...

you should not have to reset the entire auto recon selection just to change the statement/gl date range.