Is there a way to search through credit card statements? All other uploaded documents can be searched through except for that. The only way I've been able to find is by knowing which bank the credit card is from first and searching through "invoic...

There is currently no pen & paper icon available to set up vendors on the fly, when marking a line in a deposit or journal entry with a 1099 code.

Have the ability to sort accounts by financial style, GL account or description on the Schedules. Currently only available on Balance Sheet and Income Statement.

For example, I'd like to be able to minimize all accounts I don't work on and have agilink save those settings for my login so I don't have to keep minimizing everyone else's clients every single time my page refreshes.

In AgilLink, under the tab Admin, Clients - it would be helpful for us to have a 4th Level under Detail. We currently have 3 Levels set up but would like a 4th Level to filter with. Thank you.

A user is concerned with the prospect of users being able to print checks over and over without the use of Reprint Check because the print screen does not disappear after a print and it allows the saving of the check to PDF. In Legacy when you hit...

Why are monthly totals checked off as the default setting when running ledger reports.? We would prefer this option be on the Firm Settings. Thanks,

Please add an option to deselect zero balance statements all at once in the Send Statements section

Summary: OFS wants to use the Ebill Image and to be the replacement on a recurring invoice. Easy way to access open invoices (such as when selecting a vendor) Using Ebills and we do not want the ebills to get uploaded, invoice recorded, and end up...

When levels are not allowed, they should no longer show up on the transaction entry screens.