As email has gone away as a validation method for 2fa we need to make sure that either Token or Mobile is required before a user can be submitted and email is set to non-required.

Please unlock the Check Date field on a payment previously entered, so that this can be changed if needed. Currently the only way to change a check date is to delete and re-enter the transaction.

An option to have the ability to recode invoices (including credit cards) on an open period several times (same feature in Legacy) instead of creating an adjusting entry after one recode.

If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...

An end of month report we do contains the bank rec, cash flow, and bank statement. It would be nice to save this as a custom report and agilink will automatically put them together for specific period. This would be a huge time saver rather than d...

When searching for a detail account to book a journal, the search should take into account the roll-up account a detail account falls under as well.For example, if we’re booking an entry that will hit detail account “Insurance – General Liability”...

There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks

Allowing user to sort category list by preference (non-custom then custom categories or alphabetically). With standard categories followed by custom categories, makes for a jumbled list of searching each time we are trying to find or save anything.

just like deposits, it would be nice to be able to add a 1099 vendor per line item on the invoice section. I may be paying Smith Client Trust but the 1099 should go to Jane Doe. because Jane Doe has check authorization for Smith Client trust to re...

Dear Product Development Team, I am writing this email to propose a feature enhancement to our current Admin Dashboard. I believe this addition will significantly streamline our license management process and provide valuable insights to our ad...