In Datafaction, we were able to search without entering a specific client code. This is helpful when we're searching for general vendor/payor information that we know is used within the firm.

When running a cash flow in the view output mode, there is an option to check on "Check out our new charts." When a user gets to this new page, there a pre-set titles to the pie charts - "Money Made (Who Paid You)" and "Money Spent (Who You Paid)....

Just as we can have an alternate address for 1099, please add the option to have an alternate name on the client for 1099 purposes.

When processing 1099s, it would be VERY helpful to have the Year to Date check box on Summary Vendor Reports (Reporting/Accounts Payable/ Vendors/ Report Type:Summary) to actually give me the Year to Date of the year I enter in the box. Currently,...

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 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.

Before AgilLink logs a user out for inactivity, it would be great if there could either be a sound or screen alert, so that they can choose to stay active and save/complete their work

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...

When users are presented the list of categories from which to choose, it's useful to prioritize them to those created in the site vs those inherited from others. Over time, it becomes unmanageable and everybody has already figured out the * in fro...

A partner would like to see the Detail tab and the Image when opening Approve Invoices. The default to this section of the program is Invoice and the Image. We would like to make this an User option.