Add multiple lines for level descriptions, that way we can add the breaks where we need them. Making the reports with levels more functional.

Currently we rescan the Bank Rec Report and Bank Statement attaching them together. For CNB statements can the Bank Statement and Bank Rec Report be linked together. When a bank rec report is ran it would be helpful to also see the Bank Statement....

you should be able to edit a deposit ticket number to include deposits on another ticket instead of having to delete and re-enter.

It would be more convenient if we can upload the all the transactions prepare in excel for once instead of needing to go back to the journal and add the intercompany transactions after the uploading, and also to avoid possibility of forgetting to ...

In legacy there is a Feature on the third page of the Vendor Entry screen to "make payable to vendor ID". This feature allows users to have the original vendor show up on the invoice for accounting purposes as the end recipient of the payment whil...

It is extremely useful to be able to export GL data to excel in a csv type format that allows for easy sorting, by account number, vendor, payor/payee, etc. See example export attached. This allows for using the filter excel setting, vlookup formu...

Bank connection with Wells Fargo to be able to send ACH payments through AgilLink.

Firm setting to enforce credit card accounting mode to create an invoice so it goes through workflow.

Currently Online Banking Status Notifications "No Notification, Action Required, All Statuses" apply to all clients the user has access to. A user should be able to define which clients/accounts this should apply to. I have access to all accounts ...

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