In the vendor upload template, there are no notations of how many characters are permitted in each field. This results in issues during the prepping and upload process, as the error does not state the number of characters permitted.

When recording a deposit against an open invoice the Description field auto fills with the Wire/ACH details. It would be nice for it to also bring forward the invoice description either on the main Description line or the Detailed Description line...

When uploading a credit card statement using Define Credit Cards/Manage Statements, there seems to be a character limit for the transaction descriptions. This limit often cuts off crucial parts of transaction descriptions, like passenger details &...

When approving an invoice, the approver would like to be able to send a message in AgilLink to the submitter instead of returning, holding, or rejecting the invoice. Client stated that this can be done in Imaging.

Having the ability to exclude specific GL accounts would be useful in the general ledger (especially for bank accounts, when needed). This is currently possible on the Liquidity Report.

Would allow you to create the duplicates you need while uploading a batch of images, and can be especially useful if an image is being used for multiple clients.

We should be able to drill down into prior-year transactions. If the year is closed, you can do it with the balance sheet and income statement but not the trial balance.

Request for workflow approval for journals.journals would be entered and be "temporary" e.g., they would not be in the ledger. Standard workflow approval for the journal category would be available. When last approval action occurs, book the trans...

Include all GL Accounts in schedules by default, similar to income statements and balance sheets. From there allow users to remove GL Accounts from schedules. Any new GL accounts should also be included in the schedule like the Income Statement an...

Range of codes for required levels (as opposed to a full section: Income, Expense, etc). (advanced levels options on client page)