CLICK A SYNC BUTTON FOR CREDIT CARD ACTIVITY TO DOWNLOAD. SAME AS IN WHAT QB HAS BEEN DOING.

ability to send email invoice directly in the system with a REPLY to the contact person @ company. (like quickbooks) Right now when you use the email function from agillink, it sends from the noreply datafaction email & doesn't cc or give the ...

Currently in the biller info, you can only add an email address. Would be good to have a contact name so that if anyone has questions or has to call, they can have a person to ask for. Sometimes that isn't clear with just an email address.

To have a reference line or general subject line for invoices. This would help to identify general topic where applicable to the invoice. Internal & external benefits.

If you run a P&L with multiple columns that include prior period data, and the total of that row equals $0, the report will not run unless you check the box that says "include zero line items." The report should also look for data in the colum...

ability to sort or run 1099 transaction report by code/state

User will sort by Document Id or Description in the To Enter inbox but when they navigate away and come back they see the settings have reverted.

Add Vendor Audit Listing to Automated Reporting and allow it to combine all results in a single report, with client code added as a column on the report.

Have the ability to view wiring instructions on the mobile app when approving payments