When approving checks, I will maximize the screen and with each click it goes back to not full screen.

The current report defaults to a start date of January 1 and only allows selection of an end date. It would be beneficial to enable a customizable date range, allowing users to specify both start and end dates, such as extracting data for a specif...

Currently you are able to save reports by user, client or globally. It would be great to add the ability to save by group as well. This would save a lot of time for groups by client/partner who have custom reporting needs.

Add Column to journal entry screen to include Vendor. Currently only able to apply vendor if 1099 eligible. Client would like the ability to add this within the journal entry screen and on the credit card transactions. Many clients pay certain bil...

Currently when running reports to PDF, the header does not appear on every page. It would be great to have a checkbox option to have it included. This affects reports, such as the Ledger, when a user needs to take a screenshot of a page after page...

Would like feature to choose a financial template style for Multiclient financials and also to choose a date range like for quarters.

It would be nice to be able to upload form 1098 and forms 1042s to the IRS FIRE system using Agillink data of payments (for 1042s reporting) and receipts (for 1098). Having to go to a 3rd party form producer is cumbersome and error prone. It seems...

Currently we have to begin to type a number or a name to get the list of possible clients to populate. It would be nice to be able to click and have all our clients populate in an alpha or numeric list that we can then select from, with the abilit...

In the client demographic, is lacking a second place for a phone number if a client/family has two numbers. For instance, one client has a cell and a Google Voice number they use for work. Another client has an int'l cell and a US cell. Currently,...

Legacy gap - Loan amortization schedule